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Our Services


Helping you put all the pieces of your financial life together. 





Want to have more confidence in your financial life?

Our advisors can clarify what seems like complicated choices, to help you achieve an organized financial plan for you and your family. If you want to make sure you are doing all the right things such as saving, investing, and planning for your future – we help you create a plan to manage it all. The focus will be on what we believe actually produces results. Because there is a difference between what we think, what we know, and what we can prove. 

FINANCIAL PLANNING

If you want to be more organized and smart about your financial life, a financial plan can be critical.

Gain insight into whether you are saving enough for your future, how you are invested, and if you are budgeting properly.

Get started with a strong financial footing with a financial plan today.

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RETIREMENT PLANNING

Are you on track for the retirement you envision? Our advisors are experienced in the variety and variables involved in retirement plan options. We can help you evaluate your current plan(s) to see if they align with your goals and make recommendations to help optimize your savings.

Planning for the expected and unexpected:

  • Retirement plans and options
  • Social Security status and strategies
  • Pension plan options
  • Medicare and Medicaid participation

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EDUCATOR RESOURCES

Our advisors also specialize in helping educators and school administrators with their unique retirement plan options. Our resources for teachers and school employees helps them to understand their retirement options with ASRS, Social Security, and their 403b/457 plans. Additionally we provide student loan debt counseling. 

Download our school employee retirement planning checklist >>>

Attend an informative seminar to learn how retirement plans work together.

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WEALTH MANAGEMENT

As you accumulate more wealth, the more complicated your finances can become.

Our advisors can uncover opportunities to streamline your investment strategy by analyzing your multiple portfolios.

We also coordinate with other professionals, such as estate attorneys and accountants, so you can experience a holistic, team approach to managing your finances.

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Talk with Your Retirement Professionals today to begin planning for your future. 


Medicare and Medicaid services are not offered through, or supervised by, The Lincoln Investment Companies.
The Lincoln Investment family of companies nor any of its representatives is affiliated with the Arizona State Retirement System (ASRS); and ASRS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.