Broker Check

Tax Strategies for Individuals

The tax code for individuals is constantly changing.  Therefore, your financial plan must be dynamic in response to these constant changes.  A standard wealth management or personal financial plan may not be up to par.  We integrate a personal tax strategy in all of our crafted financial and wealth management plans.  Below are some specific services offered by our associates through Lincoln Financial Securities.  

Investments offered through Lincoln Financial Securities

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning offered through Lincoln Financial Securities

  • Retirement Plans
  • Tax Strategies
  • 401k Plans
  • 403b Plans
  • College Savings Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance Planning

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.