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Empowering Your Journey

In the end, what matters most is that you are on the right path toward achieving a secure financial future. We have the resources, tools, technology, and strength that can help turn your vision into reality. Lincoln financial professionals use mathematically-based allocations and analysis, knowledge of market history, and a wealth of investment expertise to consistently deliver for clients just like you. Work with a Lincoln financial professional now to start benefiting from the power of disciplined, actionable advice.

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Planning

Tax Reduction Strategies

401(k) Plans

403(b) Plans

College Funding

Estate Planning

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  205-871-6690