Craig Lytle
Practicing comprehensive financial planning.
- Role
- President at Income & Estate Planning Partners
- Location
- Newark, DE, US
- LinkedIn followers
- 500 followers
About Craig Lytle
I believe in providing objective, honest advice. Your unique experience will include written plan with a specific, easy, step-by-step timeline to follow.I’ll guide you through a process outlining each option along with recommendations for your path forward.Experience security and confidence as you understand the benefits and considerations of each of your alternatives. A conversation about your priority will be the beginning of our relationship.https://calendly.com/craig-iande/30min?month=2022-07
Experience
President
Income & Estate Planning Partners
Dec 2008 — Present · Wilmington, DE, US
INCOME & ESTATE PLANNING PARTNERS, P.A. will meet you where you are and help you with a path forward. Better questions = better answers. Is it time to take your next step? Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. INCOME & ESTATE PLANNING PARTNERS, P.A. is not affiliated with Integrity Wealth.
Education
Wilmington University
MBA
2008 — 2009
York College of Pennsylvania
B.A., Speech Communications
1989 — 1993
Skills
- Financial Planning
- Teaching/Mentoring
- Insurance
- Sales Management
- Credit Unions
- Term Life Insurance
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