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Whether you are planning for college, saving for retirement, looking to generate income from your assets, or investing to create a legacy, the creation of a well-conceived plan may mean the difference between achieving your objectives or falling short. The advisors of K2 Financial Partners offer a comprehensive selection of quality products and services to help you achieve your goals. 

Our advisors provide:

  • Financial Planning
  • Professional Portfolio Management
  • Retirement Plans
  • Investments
  • College Savings Plans
Financial Planning

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 

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Wide Investment Options

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


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Retirement Plan Experience

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


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Get started on planning for your future.

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