Services

Lincoln Capital delivers a team of educated, experienced, and action-oriented advisors.

We gather all of the pieces together to create a customized financial plan. We evaluate where you are headed based on what you are doing today.  The Lincoln Capital team addresses all aspects of a plan – from retirement planning, tax strategy and risk management, estate planning, education and charitable planning.

With a focus on financial planning, we are able to provide investment management as a core service. 

Personal Financial Planning

Financial planning is at the very core of the services we provide to individuals and families seeking to build, preserve, and manage wealth over time. Our process is comprehensive, seeking to balance your needs for risk management, income and investment returns, tax management, retirement planning and estate planning.

Individual Retirement Planning

We help you work toward your retirement income needs and maintain the lifestyle you have worked so many years to achieve. By integrating ROTH and Traditional IRAs, 401(k) and other employer sponsored plans into your overall strategic plan, we create a retirement income distribution strategy that addresses inflation and market fluctuations to help you enjoy your retirement years.

Portfolio Management

We provide custom investment options that are transparent, easy to understand and wholly focused on meeting your distinct goals.

Are you risking more than you are potentially gaining? With so many investment choices in the global marketplace, it can be overwhelming deciding where to invest your hard earned money. We provide comprehensive management of your investment portfolio. We can help to determine what investments are appropriate given your risk tolerance and financial goals. We then manage these assets, making sure that the investments selected are working in conjunction with your Financial Plan.

401(k) Consulting & Asset Allocation

At Lincoln Capital we offer individual help with your 401(k). Anyone can select last year’s best performers just by looking at the numbers. Where you’ve been in the past is not necessarily where you wish to go in the future. Last year’s investment winners could be this year’s investment losers. We suggest you navigate your investments by looking at what lies ahead in the business cycle. We can help you with that.

 

Estate Planning

 

Preserving wealth from one generation to the next can be complex and time-consuming. In estate planning, we work with your estate attorney with the aim that mechanisms to facilitate the efficient transfer of wealth are established and maintained. We work to minimize taxes and maximize benefits to your intended recipients, including both individual and charitable beneficiaries, whether via lifetime or testamentary bequests. We can help beneficiaries set up estate accounts, determine date of death values and handle asset transfers on behalf of beneficiaries. When your family is meeting the challenges that accompany the loss of a loved one, we can help by assisting with your family’s financial matters.

Tax Strategy

We monitor your evolving tax scenario, and adjust your portfolios accordingly, to minimize the ongoing tax consequences of your investments wherever feasible. We work closely with your tax advisors to minimize tax liabilities at all stages of your life, through a variety of income, gift and estate tax planning strategies.

Charitable Giving

Charitable giving can provide tax benefits for you and your heirs. We conduct a full assessment of short- and long-term tax and estate planning implications to help you with your wealth management objectives.  We can analyze efficient tax strategies to your existing charitable giving ventures.

 

Long-Term Care

 

Long-term care insurance can help manage healthcare costs and reduce the impact of inflation, while ensuring your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most. There are a variety of complicated options surrounding Long-Term Care and we can help you navigate through those options in order to make the right decisions.

 

© 2018 by Lincoln Capital, Inc.

FINRA's BrokerCheck

Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser.  Member FINRA/SIPC.  Lincoln Capital, Inc. and IFG are unaffiliated entities.

 

Licensed to sell securities in the following states: AR, AZ, CA, CO, HI, ID, IN, KY, MA, ME, MO, MT, NM, NV, OR, PA, RI, SC, TN, TX, UT, VA, WA & WI.

 

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.