Our Services
Our Primary Areas of Specialty
Retirement Planning
Our advisors handle various aspects of your retirement objectives, with a comprehensive suite of products and services, offered through Lincoln Investment, to address each specific need. Our principal focus is on the areas we consider to be most essential to designing a plan aligned with your retirement goals.
Our firm uses a variety of tools and techniques to help you determine how your actions can impact your financial goals. Our advisors calculate your risk tolerance by assessing your current financial situation, future needs, timeline and comfort with risk, then work with you to create a fully customized retirement portfolio.
Tax Preparation
Our firm takes pride in being able to offer clients the quality and type of professional tax services they expect from their tax professional. In our care, your taxes are of high priority.
We offer a wide range of tax and tax consulting services at affordable fees. We’re flexible and personable. Most importantly, we listen.