With over 100 years of combined financial planning experience, Lincoln Capital has helped hundreds of individuals, families and businesses plan for their financial futures. We specialize in providing customized financial planning in concert with sophisticated investment management. We believe that everyone is entitled to fair, unbiased and truly independent advice.
We take an objective approach to financial planning, tailoring each plan to meet our clients' specific investment goals while enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside your CPA and estate attorney to be certain our clients' best interests are being met.
We take an objective approach to financial planning, tailoring each plan to meet our clients' specific investment goals while enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside your CPA and estate attorney to be certain our clients' best interests are being met.
Services
Our team has developed and refined a process for select individuals and families that allows us to put the pieces of their financial puzzle together in order to pursue a work optional lifestyle. In doing so, we help our clients look to their financial futures with clarity and confidence instead of apprehension and uncertainty.
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.
We realize there is no "one size fits all" technique when it comes to comprehensive planning and portfolio management. Our advisors cultivate personal relationships with each client in order to anticipate important issues and serve as a coach for all matters involving their financial plan. Your goals and values are at the forefront of our personalized approach.
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