School Employees

Solutions for Educators

We believe that school employees can benefit greatly from the advice and feedback an advisor can provide. Whether it's a staff meeting, after school project or parent teacher conference, school employees are always on the go. We understand the complexities of investing and the nuances of payroll deductions. Let us all help alleviate your retirement concerns.

403(b) Solutions

Through Lincoln Investment's fee based advisory platform, we offer over 3,000 mutual funds from more than 90 well–known fund families. Your investment will have NO sales charges and NO surrender charges providing you with more control and flexibility.

Pension Analysis

It is important to understand the intricacies of how your pension is calculated, and what factors are used to determine your retirement income. We can help evaluate your options and determine the best strategy for your specific personal and financial situation.

Schedule an Introduction Call

^ResourcesAdditional Retirement Resources

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.