Maximizing Employer Sponsored Benefits
Planning for Income in Retirement
Maximizing Social Security
Ongoing Investment & Risk Management
Goal Based Investing
Forward Tax Planning
Tax Loss Harvesting
Tax Efficient Withdrawals
Estate Tax Minimization
Long Term Care
Estate Tax Planning
Give us a call for a no-obligation, no-pressure consultation. We'll let you know if we think we can help and which one of the above pricing models makes the most sense for you.
Each office of Lincoln Investment has its own fee schedule. Therefore, the cost for similar services by another office may be higher or lower than the fee schedule shown here. Fees may also vary with complexity of the case or the scope of the services provided. If you choose to implement your financial plan through us, the Financial Advisor will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the Financial Advisor may affiliate. Security recommendations will be limited to products offered by the broker-dealer. Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm.
*Bob Veres, 2020 Inside Information Fee Report, Pg 5, 22, 28.