Our Services



While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:



Investments offered through Lincoln Financial Securities Corporation

  • Bonds
  • Common Stock
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Fixed/Indexed Annuity

Financial Planning offered through Lincoln Financial Securities Corporation

  • Retirement Plans
  • Tax Strategies
  • 401k Planning
  • 403b Planning
  • Estate Plans

Tax strategies for retirement & estate planning

  • Capital Gains and Losses
  • Utilizing passive losses
  • Current Federal Income Tax Tables
  • Taxable portion of Social Security Retirement Benefits
  • Income taxation on Social Security
  • Deductible IRA Contributions for Traditional IRAs


  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance