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Comprehensive financial planning tailored to our clients and provided by the best. Educated, caring, and professional.Learn More
With the backing of Lincoln Financial Advisors and the Serve First philosophy of our leadership team, we provide you the best training and support so you can focus on your clients.Why Lincoln
Why would you join us?
You desire to make an impact, to be heard, and to have a good time along the way. You can look, and probably already have, at how we're structured, or what products, or programs we use. But, ultimately, you need to know that we do what we do because we believe that service is first, that sincerity in relationships, discipline in action, and high integrity lead to success. We are not in this for us, we are in this for you. And, we want you to have the freedom to care for those you love with the support of a team that cares about you.Contact Us
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Earnings season can move markets. What is it and why is it important?
Lifestyle considerations in creating your retirement portfolio.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Tips on insuring your teen driver.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Being healthy not only makes you feel good, it may also help you financially.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When should you take your Social Security benefit?