Products & Services

At Lincoln Investment, our knowledgeable financial advisors understand the importance of helping each client along every step of life’s journey. Our financial advisors 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 Features of Retirement Solutions and Retirement Solutions Premier

Retirement Solutions is a commission-based investment platform designed for assets in both tax-deferred retirement and non-retirement accounts. It offers a wide range of investment choices and the ongoing support you need to develop and sustain a long-term strategy. The program also provides flexible pricing options customized for your needs.

Retirement Solutions Premier is designed for investors who prefer a fee-based approach to retirement planning. With this program, you will receive all the features of Solutions, with the additional flexibility, control and choice in creating and managing your investment portfolio.

Lincoln Investment financial advisors 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.

The Retirement Solutions Premier 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.