Celebrating over 50 years of helping people realize their financial goals

We empower our advisors to offer investors and employers quality investment, insurance and retirement products, with the service and support you need to help achieve your long-term financial goals.

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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 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 or find a FIND financial professional near you to to help create a workable plan designed for you.

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 encourage financial well-being. Find out more about this exclusive market HERE.

Diversity, Equity & Inclusion at Lincoln Investment

We're proud to foster a company culture where every voice is welcome and respected. All employees participate in activities designed to review our current practices and evaluate opportunities for improvement to create the most inclusive employee experience. We take this role seriously and will use the data gathered to drive a broader action plan dedicated to supporting the inclusive culture that we have built and intend to build upon so all employees can feel safe, seen and equally valued.


You’re in good hands. Our advisors will create a strategy that is tailored to your specific needs, comfort levels and financial goals.

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We empower our advisors to succeed in this highly competitive industry and offer the flexibility and freedom of choice to conduct business their way.

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Join the more than 4,000 other employers who have expressed their confidence in our products and services by establishing a plan with us.

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