Our Philosophy

Nick Forst, who founded Lincoln Investment Planning, Inc. in 1968, had a simple philosophy that still holds true today:

Help People:
Earn investors' trust by offering programs and services that satisfy their lifetime needs.

Have Fun:
Hire employees who enjoy what they do and receive satisfaction from helping people.

Make Money:
Offer world-class investment products with a complete focus on providing objective advice.

From this philosophy comes a phrase you will hear often from us: We help people retire well.^®

This phrase isn't just our slogan — it's our mission. We are committed to helping our clients achieve the retirement of their dreams by building retirement and investment assets through careful, long-term planning and access to a wide range of suitable products, programs and services.