Our Broker Dealer

Established in 1968, Lincoln Investment Planning, LLC. began by focusing on the retirement planning needs of educators and employees of non-profit and tax-exempt organizations. That original commitment to long-term planning, coupled with Lincoln's conservative approach to equity investing, continues today. By working with Lincoln representatives and using the choice of investments and insurance products they provide, investors are able to assemble a diversified* portfolio, with professional advice, through a single financial institution.


*In an effort to meet diversification needs and goals, you may not qualify for breakpoint sales charge reductions that are otherwise available. Furthermore, you should understand that there is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.