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Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. Our advisors educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our advisors focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth, SEP & Simple IRA

Brokerage Accounts

Variable Annuity

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

529 College Savings Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

hnp@Lincolninvestment.com   |  (215) 885-7115