Our Services through Lincoln Investment

Investing Services

  • Risk tolerance assessment
  • Asset Allocation
  • Alignment of goals with plan type and investment options

Planning Services

  • Goal clarification
  • Pension plan education and maximization
  • Gap analysis
  • Retirement income planning
  • Social security optimization
  • Insurance planning and risk management

Enhanced Planning Services

  • Tax strategies
  • Legacy Planning
  • Charitable giving