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.
Protecting your personal information is a top priority
At Lincoln Investment we take the privacy of our clients’ information seriously. Click here to learn more. Your financial professional is happy to discuss the actionable steps we take to protect you, if you’d like more information, and share a few quick tips that you can put into pace now to protect yourself and your family.
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 workable plan designed for you.
Why it's best to work with a financial professional
Many investors try to manage their own finances without professional help. If you aren’t with a financial professional, you may be putting your financial future at risk. A financial professional can help you define your goals, guide you through the entire planning process, determine your risk comfort level and much more. To find a Lincoln Investment financial professional in your area, click here.
Lincoln Investment Supports Women in Financial Services
We are ranked #5 for the most female financial advisors in the independent broker-dealer space according to a 2023 Financial Planning’s Independent Broker-Dealer list ranking. Our commitment to providing opportunities for female financial professionals to connect, learn and grow through our Women’s Impact Network (WIN) offers them the chance to support, coach and exchange powerhouse ideals with each other through monthly huddles, a dedicated LinkedIn group and the annual WIN Summit. Find out more here.
When it comes to your retirement, it's best to plan for different possibilities
Predicting the future is difficult. It’s one of the reasons retirement planning can be a challenge. One common mistake that people make is selecting a specific retirement age rather than remaining flexible. Talk to your financial professional or find a financial professional near you to review your retirement plan and prepare for various outcomes. We can help you stay on track for different possibilities or life changes.