143 East Main Street
We can assist you in needs for retirement, family income needs for death and disability, and college education expenses. Our representatives will review your current portfolio to be sure you understand the current risks you are taking as well as the performance of your investments to see if you are meeting your goals.
(Insurance products are not offered through The Lincoln Investment Companies)
We are available to review your current estate plan or assist you in creating an estate plan. We work with your estate planning attorney or we can recommend an attorney if you need one. Many times a combination of trusts and insurance can help solve most estate tax problems.
We offer complete employee benefit packages. Have us guide you in choosing the most important benefits to help you retain your employees. Our service will make administration of these plans easy.
We can review your business agreement to be sure it is meeting your current funding needs and we will make recommendations if it is out of compliance or refer you to an attorney if you need legal recommendations.
firstname.lastname@example.org | 631-807-2204