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.
Roth, SEP & Simple IRA
Disability Income Insurance
529 College Savings Plans
Money Purchasing Plans
Profit Sharing Plans
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.
hnp@Lincolninvestment.com | (215) 885-7115