Lincoln Financial Services

Comprehensive financial planning services to families and businesses along the Colorado front range

Financial planner in Arvada, CO (show on map)

Lincoln Financial Services, Inc. provides goals-based financial planning services to families and businesses along the Colorado front range since 1976.

Call (303) 425-8890

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About

Lincoln Financial Services, Inc. is a comprehensive financial planning firm founded in 1976 in Arvada, Colorado. They provide retirement planning, investment management, insurance solutions, estate planning, and business planning services.

They also offer group benefits including retirement plans, health insurance, and specialized small business strategies such as ESOPs, cross-buy sells, SERPs, and key man insurance. Brandon Lincoln is a Registered Representative offering securities through The O. N. Equity Sales Company, Member FINRA/SIPC.

Founded in 1976 - 50 years of service

Working for best interests of client not a company

Comprehensive suite of financial services

Licensed in 16 states

Services

Comprehensive Financial Planning

Holistic financial planning services encompassing retirement planning, wealth management, legacy protection and group benefit solutions.

Retirement Planning Wealth Management Legacy Protection Group Benefits

401(k) and IRA Rollovers

Strategic planning to maximize retirement savings including 401(k) and IRA rollover services.

401k Rollovers IRA Rollovers Retirement Optimization

Investment Management

Customized investment portfolios designed to grow and protect wealth based on risk tolerance and financial goals.

Portfolio Management Risk Management Investment Strategy

Insurance Solutions

Insurance products including life insurance, disability insurance, and long-term care insurance to mitigate risks.

Life Insurance Disability Insurance Long-term Care Insurance

Estate Planning

Strategic estate planning to preserve and transfer wealth to future generations while minimizing tax liabilities.

Estate Preservation Wealth Transfer Tax Minimization

Group Benefits

Comprehensive employee benefits including retirement plans, health insurance, and specialized small business strategies.

Retirement Plans Health Insurance ESOPs Cross-buy Sells SERPs Key Man Insurance

Credentials & Certifications

FINRA/SIPC Member

Series 7, Series 66, Series 24

Frequently Asked Questions

What is Lincoln Financial Services? +

They provide goals-based financial planning services to families and businesses along the Colorado front range. Services include retirement planning, investment management, insurance, estate planning, and group benefits.

What states are you licensed in? +

Licensed in Colorado, Alaska, Arizona, California, Florida, Illinois, Indiana, Kansas, Missouri, Nebraska, New Mexico, New York, Oregon, South Dakota, Texas, Washington and Wyoming.