Broker Check

What We Do

We help our clients focus on the end goal and stay the course when it comes to their investment plans. Our services include:

Wealth Management
We strive to develop a portfolio that produces an appropriate diversification* based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies
A financial roadmap, like a training plan, can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning Strategies
  • Income Planning Strategies
  • College Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Analysis Strategies

Insurance
Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance


*There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss. A plan of regular investing does not assure a profit or protect against loss in a declining market. You should consider your financial ability to continue your purchase through periods of fluctuating price levels.

Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.

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