Welcome to Sila Resources

The decision you make today (including the decision not to decide!) determines your direction, your prosperity, your future and your impact.

Sila Resources is a comprehensive financial planning service that operates in affiliation with Sagemark Consulting, a division of Lincoln Financial Advisors.  Led by Frank Reid, Sila Resources is your gateway to Sagemark Consulting, through which you benefit from financial planning and personal service that is unsurpassed in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you will need to make High Quality Decisions about your financial future.

Our firm's philosophy - "Serve First, Last and AlwaysSM " - was conceived over 60 years ago by legendary manager Stuart Smith. As part of this philosophy:

  • We provide solutions and alternatives, but each client makes the final decisions about his or her own financial future.
  • Each financial plan is systematically reviewed to ensure it remains consistent with the client's long-term goals and objectives and remains aligned with our changing world.
  • Each client receives confidential, highly customized, personal service.

Abundant intellectual capital is one of our greatest strengths. Sagemark’s resources are managed nationally but deployed regionally and locally. Because Sagemark provides a deep level of expertise and resources, financial planners who affiliate with Sagemark receive consistent, high quality functional support that enables them - and ultimately you - to receive the very best thinking the firm has to offer.

Sila Resources and Sagemark utilize a team approach.  Sila Resources has the role of developing deep and thorough client knowledge and managing all pertinent aspects of financial planning. Additional support is obtained from Sagemark, when necessary, from local and national teams that consist of industry specialists who have strong technical backgrounds in all areas of financial planning.

Some client needs that are identified through the financial planning process are solved with financial products. Objectivity is central to our process. Sagemark’s open architecture platform provides access not only to Lincoln National Life Insurance products (for instance, life insurance, long term care insurance, annuity products), but also gives Sila Resources’ clients access to financial products offered by other highly rated companies and to world class investment management solutions through Lincoln Financial Advisors Corp.

As a company, we believe in providing our clients with clarity and solutions that helps meet their needs. We believe that long-term relationships are more important than short-term gains, and we will never sacrifice the former for the latter. Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust - these are the key qualities of "Serve First, Last and AlwaysSM." And these are the commitments we make to each of our clients.