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303-425-8890

Welcome to Lincoln Financial Services, Inc.

Our company specializes in providing goals-based financial planning services to families and businesses along the Colorado front range.

Our mission is to provide our clients with a comprehensive financial plan and sound financial advice, to help them prepare for the financial implications of life. Furthermore, to provide our clients with capacity to make smart, responsible, values-based financial decisions, in the presence of routine and/or changing life situations.

Contact us today for a free consultation.

Financial Planning

Whether you're planning for retirement, saving for a home, planning for your children's education, or investing for the future, our financial planning professionals are here to help you create a customized plan tailored to your unique goals and circumstances.

Protecting your Legacy

Protecting your legacy is an essential part of financial planning. Our legacy protection planning services help you safeguard your assets and ensure that your wishes are carried out according to your wishes.  At Lincoln Financial Services, we can help solidify tomorrow by planning today. 

Wealth Management

Building and preserving wealth requires careful planning and strategic investing.  Our wealth management services are designed to help you build wealth, manage risk and achieve your long-term financial objectives.

Group Benefits

For businesses looking to provide competitive benefits packages for their employees, we offer a range of group benefit solutions tailored to meet your company's needs and budget.

OUR AREAS OF EXPERTISE

Comprehensive Financial Planning

Achieving financial security requires a holistic approach and outlook. Our comprehensive financial planning services encompass a range of strategies tailored to your unique goals and circumstances. From retirement planning and wealth management to legacy protection and group benefit solutions, we work closely with you to craft a personalized roadmap for financial success. Our team of experienced professionals is dedicated to providing guidance and support every step of the way, ensuring that you have the confidence and peace of mind to pursue your dreams with clarity and purpose.

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401(k) & IRA Rollovers

We recognize the importance of maximizing your retirement savings through strategic planning. Our 401(k) and IRA rollover services empower you to efficiently manage and optimize your retirement funds. Whether you're transitioning jobs, retiring, or seeking to consolidate your retirement accounts, our experienced advisors provide personalized guidance to help you navigate the available options to determine if a rollover is right for you. We meticulously evaluate your options, taking into account factors such as tax implications, investment opportunities, and long-term financial goals. With our support, you can confidently make decisions regarding your retirement assets and your financial future.

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Group Benefits

At Lincoln Financial Services, we understand the importance of comprehensive employee benefits packages in attracting and retaining top talent while ensuring the well-being of your workforce. Our range of group benefits solutions encompasses retirement plans, health insurance, ancillary benefits, and specialized small business strategies such as ESOPs, cross-buy sells, SERPs, and key man insurance. With our experience, we help businesses of all sizes design and implement tailored benefit programs that meet the diverse needs of their employees while maximizing tax advantages and minimizing administrative burdens. Whether you're looking to enhance employee satisfaction, improve retention rates, or mitigate financial risks, our dedicated team of professionals is here to provide personalized guidance and support, empowering you to build a thriving and resilient organization."

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