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The Services We Offer

We understand that everyone has unique financial circumstances. That’s why we tailor our services specifically to you and your needs. Our advisors have the knowledge to help you no matter what stage of your life you are at or what your goals are. Here are some of the services that we offer:

Investments Through Lincoln Investments

Investments Through Lincoln Investments

Investment planning is about building financial strength in respect to your goals and resources over the long term. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Investment
Estate Planning

Estate Planning

Estate planning is about taking an active role in the future of your family and businesses. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. We can also help establish healthcare wishes and designations to people you trust to act in your best interest should you be unable to do so. You can make sure your financial affairs are taken care of.

Retirement
Family Financial Planning

Family Financial Planning

We know you want to make sure you are managing your resources to provide your family with everything they need. Whether you are budgeting, saving for college, paying off debt, paying taxes, or trying to reach any other financial goal, our advisors will help you construct a plan to help you best achieve those goals so your family has what they need from you.

Estate
Retirement Planning

Retirement Planning

Retirement can cause a variety of concerns for any individual. As you move into the next stage of your life, you deserve the confidence to know you have the resources to manage the retirement you have earned. You can be prepared to live on a fixed income and make sure your assets last as long as you need.

Investment
Insurance Services

Insurance Services

Insurance transfers the financial risk of life events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Your strategy can include personal insurance, liability insurance, disability income insurance, long-term-care insurance, life insurance, and more.

Retirement
Pension Protection

Pension Protection

Your pension can be the most valuable asset you possess for your retirement. You have invested in it and have earned the reward that it pays out. Let us help protect the assets you’re entitled to so that you can have the retirement you’ve worked so hard for.

Estate

Do You Have Any Questions About Our Services?

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Since 1968, we have helped thousands of professionals across all 50 states. We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Find That Lost Retirement Account

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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