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Lincoln investment advisors corporation vs llc

His areas of specialization include investment planning, financial asset management, estate planning and insurance planning. With clients in over 20 states, Erik has made a true commitment to service. After his clients' initial education and implementation process are completed, a portfolio review is done on a quarterly basis for investments and as needed for other areas of planning.

On a personal note, Erik is originally from Avon, Connecticut. He now lives with his wife Cheryl and three daughters in Natick, Massachusetts. He is supported by an experienced wealth management team. Within the total financial planning process, Brian specializes in retirement income planning and investment management. He also works in the following areas: estate planning, business succession strategies and life insurance planning.

Brian teaches a class about Retirement and Financial planning strategies at local colleges Bentley University and learning centers. Please click here for more information on the Retirement and Financial Planning courses. Please click here to read Brian's articles. FMT Solutions offers financial education programs. Brian and his wife Connie reside in Hingham, MA with their four children. His personal interests include playing vintage baseball and coaching little league.

In his role, Tom helps both businesses and individuals design, administer, and monitor their retirement plans. In addition to providing retirement plan services to businesses, Tom also works with business owners and individuals with their estate and investment planning goals.

Tom holds a B. The FT is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management AUM , DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate.

Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation. Merrie enjoys establishing long-term relationships with her clients; being a key advisor, coordinator and catalyst. Whether she is providing investment advisory services or complete financial plans, her goal is to help people be confident about their financial futures.

On a personal note, Merrie currently resides in Kingston, MA. She greatly enjoys outdoor activities such as hiking, biking, skiing and gardening. She is also an avid reader and especially loves painting, music and theater. Michael specializes in servicing his clients' overall financial needs including Asset Management, Retirement Planning, Estate, and Insurance Planning. In addition to his financial planning practice, he is president of the Clifford H. Michael and his wife, Patricia, have two children, Rachel and Michael Jr.

Tom is very active in his community and has served on various committees and boards throughout his career. Kevin joined Capital Analysts of New England in He is a Certified Public Accountant and his experience in the industry includes working as a Controller and CFO for a privately held business. Kevin works with both business owners and individuals.

His areas of service include:. Jerry has published numerous financial planning articles in several publications including the New England Real Estate Journal and the Metrowest Daily News. Being active in numerous community and charitable organizations, he has served on the Advisory Board for the Foundation, Inc. Project Children is an American-Irish Partnership that was started in This non-profit organization fosters tolerance between the Catholic and Protestant communities through travel abroad programs to the United States each summer for the children and young adults of Northern Ireland.

He previously worked at UBS Financial Services, where he also worked as a financial advisor to private wealth management clients. He is a registered representative and investment adviser representative. He and his wife Katie have one daughter and live in Hanover, MA.

He is an avid fan of his beloved Georgetown Hoyas and proudly supports all Boston teams. This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. Skip to main content. Connolly Steven H. Dubin Christopher M. Duffy Erik C. Hacker Brian J. Hill Thomas E. Hoffman Merrie Leighton Thomas J. McCarthy Kevin A. Morse Gerard T.

You are here Home Our Advisors. Our Advisors. Todd Bragg. Associate Advisor. Phone: Fax: E-mail: tbragg mwmadvisor. Christopher R. E-mail: cconnolly capitalanalystsne. Raymond Downs. E-mail: rdowns capitalanalystsne.

Steven H. Dubin MST. E-mail: sdubin capitalanalystsne. Duffy J. Vision Lincoln Investment has had a unique vision right from the start. In , our founder, Nick Forst wanted to bring the power of investing to everyone. Additional Culture Details The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other.

Our commitment to building positive morale has created a Lincoln Investment family of which we are proud. Headquarters Fort Washington, PA.

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We then calculated Social Security income for each age group by measuring the average Social Security income and age distribution of people collecting Social Security in each county. Next, we looked at k and pension plan statistics for each county, as these plans are designed to help people meet financial goals for retirement. The metrics included for k performance were employer contributions, fees and fund performance. For pensions we looked at government contribution, fund returns and funding percentage.

We indexed the affordability scores so that the values reflect the most affordable places to retire. What is an Index Fund? How Does the Stock Market Work? What are Bonds? Investing Advice What is a Fiduciary? What is a CFP?

More from SmartAsset Choosing a financial advisor See our retirement calculator See our investment calculator. How helpful was this page in answering your question? We are working hard to improve our product and could use your help! Lincoln National is the owner of U. This patent covers methods for administering variable annuities. In September , Lincoln filed a patent infringement lawsuit against Transamerica Life Insurance Company for allegedly infringing its insurance patent.

On Feb. Damages were assessed at the "reasonable royalty rate" and Transamerica et al. From Wikipedia, the free encyclopedia. Redirected from Lincoln Financial. This article is about the insurance and asset management company. For investment banking firm, see Lincoln International. This section needs additional citations for verification.

Please help improve this article by adding citations to reliable sources. Unsourced material may be challenged and removed. August Learn how and when to remove this template message. Philadelphia portal Companies portal. Retrieved Retrieved on August 24, Wednesday August 19, Modified Thursday August 20, June 22, PlanSponsor published January 8, Retrieved June 4, Broadcasting Cable.

Archived from the original on November 16, Retrieved October 5, Wall Street Journal. Retrieved 4 June Archived from the original on 15 July Jackson National Life Insurance Company et al". Google Finance Yahoo! Finance SEC filings.

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Topics of Interest. Estate Planning Strategies. Executive Compensation. Disability Insurance. Variable Annuities. Succession Planning. What lies behind you and what lies in front of you, pales in comparison to what lies inside of you. Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude. There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.

Give me six hours to chop down a tree and I will spend the first four sharpening the axe. The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them. We are licensed in the following states.

If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. Latest Tweets. Latest Posts. CRN: In , our founder, Nick Forst wanted to bring the power of investing to everyone. Additional Culture Details The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other.

Our commitment to building positive morale has created a Lincoln Investment family of which we are proud. Headquarters Fort Washington, PA. Awards Top Workplaces Regional Awards.

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