Announcing a new custodial relationship with Pershing
We are excited to announce that we are expanding our long-standing clearing arrangement with BNY Mellon’s Pershing as we transition our self-clearing business onto a single custodial platform. We have also selected Pershing X’s Wove wealth management platform to provide a suite of technology solutions to our financial professionals. Read the press release for more information.
Why do educators rely on Lincoln Investment for retirement planning?
Educators and non-profit employees have a unique opportunity to add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience with 403(b) plans, we help turn savers into investors and ensure financial well-being is within anyone’s grasp. Find out more about this exclusive market here.
The importance of a financial plan
A well-constructed financial plan serves as a financial roadmap for life’s events, provides measurable targets to work towards, identifies potential risks in your portfolio and also helps you prepare for them. More than just investing, plans are about feeling financially secure throughout your lifetime and having confidence when you are ready to retire. Contact your financial professional to ask about a financial plan, or find a financial professional in your area to help you create a plan designed for you.
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