Our Services

We serve individuals and businesses in all areas of financial management, including:

 

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
  • Tax management
    Looking for ways to help reduce your current and future tax burden.
  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
  • Education planning
    Recommending strategies to help you pay for your children's education.
  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Our representatives through their affiliation with Lincoln Investment and/or Capital Analysts recommend appropriate investment vehicles to help you reach and potentially exceed your goals.
  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages.
  • Tax and accounting services
    Filing your personal and business returns. Accounting for your small business.

Tax and legal services are not offered through, nor supervised by, Lincoln Investment or Capital Analysts. Diversification or asset allocation do not guarantee a profit or protect against a loss.