Our Services

We specialize in helping people meet their financial needs - the foundation of lifestyle independence. Successful planning requires understanding client goals, objectives, and investment risk tolerances. As Lincoln Investment financial representatives, we identify and implement suitable strategies to help our clients' financial goals. Our clients receive objective advice and invest with selected investment managers. Personal, consultative service is what distinguishes Lincoln Investment financial representatives from others. Lincoln Investment's personal services include: Personalized Retirement Counseling, Risk Management, Advisory Services and Estate Planning. As Lincoln Investment financial representative, we can also help create a plan, or improve an existing plan, and identify investment options in: Mutual Funds, Annuities, Insurance and General Securities (individual stocks & bonds).