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Financial Planning
Our advisors work with you to pull all your finances together, help solve your financial challenges and create a plan for your unique goals.
– Establish Financial Goals
– Analyze all Assets and Liabilities
– Evaluation of Current and Future Financial State
– Develop Financial Plan Recommendations
– Implement and Monitor the Financial Plan
Wide Investment Options
Through Lincoln Investment, our advisors offer a wide range of products and services to meet your investment needs. Don't be limited to only certain vendors. Working with an independent financial professional allows you access to thousands of options to fit your needs.
– Mutual Funds
– Fixed Annuities
– Variable Annuities
– Stocks
– Bonds
– Money Market Instruments
Retirement Plan Experience
Our advisors offer a selection of retirement plan options and guidance to help you select the investments suited for your goals. Our financial professionals are experienced in employer-sponsored plans, individual plans and small business plans. Contact us to evaluate your plan.
– 401(k) Planning
– 403(b) / 457 Planning
– IRA Plans
– Pension Maximization Strategies
– State Retirement Plan Counseling