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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. 

CLEAN OUT YOUR
INVESTMENT CLOSET

CLEAN OUT YOUR INVESTMENT CLOSET

Our investments can be like that junk closet you have at home.  You keep shoving things into the closet and over time you forget what is even in there or why you own it.  The same thing is happening to your investments. 

But now do you know what is in your investment closet or why you own it? 

Learn more about why you need to start cleaning out that investment closet by scheduling an initial complimentary consultation.

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THE RETIREMENT REDZONE

THE RETIREMENT REDZONE

If you are age 50 or older and are planning to retire in the next 5 years, or already retired, you are in the RETIREMENT REDZONE and we can help.  We want our clients to maximize their benefits, minimize their taxes, and right size their investment risk. 

Learn more about what how to minimize, maximize, and right size and get started with a Retirement Readiness assessment. 

Learn more
GET YOUR FINANCIAL HOUSE IN ORDER

GET YOUR FINANCIAL HOUSE IN ORDER

As you accumulate more wealth, the more complicated your finances can become.  We coordinate with other professionals, such as estate planning attorneys, accountants, and CPA's so you can experience a holistic, team approach to managing your finances. We help our clients avoid the probate process and create a plan to pass your investments and property to your loved ones.   

Read a story about why it's important to plan ahead for your family by addressing your estate plan now>>>

Learn about Probate Pitfalls
Tax Strategies

Tax Strategies

A solid, comprehensive financial plan, should include your tax situation.  Do you have a tax plan to coordinate taking income and withdrawals from retirement accounts, a spend down strategy, Roth conversions, tax loss harvesting?  How will your plan effect social security taxablity and Medicare Part B premiums? These are just some of the strategies we evaluate.

Get Started

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.