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About 60% of 401(k) investors plan to retire before age 65, yet 54% of this group (and 58% overall) invest
less than $5,000 a year in their 401(k). And 41% of early-retirement planners invest mostly in low-risk,
low-return choices such as bond and 'stable value' funds.
Source: Lincoln Financial Group/Money Magazine poll, 1998
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Account Access
Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to properly evaluate your needs and develop a customized plan. And taking full advantage of existing tax-free, tax-deductible and tax-deferred alternatives may accelerate wealth accumulation.
Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining a successful financial portfolio.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
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