Services

How do I enroll? What are my investment options?

• Plan enrollment & education
• Basic financial education on available investment options
• Risk tolerance assessment
• Service allocations
• Education on rollover options and beneficiary changes
• Foundational planning education: risk management, savings strategies, & investing fundamentals

For support: (Loans, Hardships/Distributions)
Customer Service Team

800.454.6265 Lincoln Financial MultiFund

800.234.3500 Lincoln Financial Alliance

Are we on track? When can I retire on my terms?

• Retirement income analysis and family planning
• Categorizing of expenses & income sources
• Detailed current and future cash flows, balance sheet, and retirement income sources
• Pension analysis & maximization
• Risk management analysis
• Social security analysis
• Interactive "What If" scenario modeling
• Portfolio efficiency review & testing of alternatives
• Customized retirement income roadmap
• Periodic reviews and support from our local dedicated team

Are we ok? Is my family OK? How do I minimize taxes? Are my assets protected? Is my trust consistent with current tax & estate law? "I need a personal CFO"

Retirement income planning plus:

• Holistic & generational family planning
• Detailed investment and risk management analysis
• Investment policy statement
• Will & Trust review
• Business succession planning
• Charitable planning strategies
• Advisor coordination (attorney, CPA, P&C)
• Tax return review and tax harvesting strategies
  
• Written and bound comprehensive wealth plan
• Access to advanced national planning board