Products & Services
At Lincoln Investment, our knowledgeable financial professionals understand the importance of helping each client along every step of life’s journey. Our financial professionals are equipped to offer products and services including planning services, mutual funds, annuities, insurance, risk management and retirement plans, all of which aim to help clients build and manage wealth at each step of the journey.
Retirement Planning
To make your retirement dreams a reality, you will need an investment strategy that provides a comprehensive foundation to help grow your portfolio and aligns with your short and long-term goals. The retirement planning products offered through Lincoln Signature Solutions are available for your tax-sheltered and individual retirement accounts.
Workplace Retirement Solutions offers both brokerage and advisory-based investment programs designed for assets in a 403(b)/457(b) tax-sheltered account for employees of public school, university or non-profit 501(c)(3) organizations. Workplace Retirement Solutions offers a wide range of investment choices and the ongoing support you need to develop and maintain a long-term strategy. The advisory-based investment program features additional flexibility, control and choice in creating and managing your investment portfolio. Both programs provide flexible pricing options customized for your needs.
Wealth Solutions addresses your Individual Retirement Accounts (IRA) and employer-sponsored 401(k) plans. Wealth Solutions leverages our Premier Asset Management program, which gives you access to a dedicated investment team and a range of top-tier asset management services that strike a balance between risk and reward. Working closely with your Lincoln Investment financial professional, you can either select from an array of managed portfolios or rely on their knowledge and experience to choose a strategy that best aligns with your comfort level, goals and timeline.
Lincoln Investment financial professionals can help you navigate the various retirement plan options and investments available to you, whether the plan is through your employer or on your own.
Workplace Retirement Solutions’ and Wealth Solutions’ professionally managed portfolios are offered as part of a discretionary advisory service. Lincoln Investment Planning, LLC will assess an annual investment advisory fee based on the value of assets in your advisory account(s). Additional information regarding Lincoln Investment Planning, LLC's investment advisory fees can be found in the firm's Form ADV 2A, which is available upon request.