Financial Services
In addition to our insurance services our professionals can assist you with a variety of your financial services needs. Here is a brief list of some of the products and services that we are able to offer you:
Financial Services For Business Owners
- 401(k), Simple IRA, and Other Retirement Plans
- Executive Bonus Plans
- Buyout Funding in the Event of Death
- Buyout Funding in the Event of Disability
Other Financial Services
- IRAs and Other Personal Retirement Products
- Mutual Fund Investment Services offered through Lincoln Financial Securities Corporation
- Fixed, Immediate and Variable Annuities offered through Lincoln Financial Securities Corporation
- Medicare Supplement
- Long Term Care
Securities offered through Lincoln Financial Securities Corporation, Member SIPC to residents of California and Florida. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice. You should consult your individual tax or legal professional regarding your individual circumstances. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and Pacific Standard Insurance are not affiliated. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation.