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Our Company

About Us

Welcome to Lincoln Financial Services, Inc., a leading provider of financial services and group benefits dedicated to helping individuals and businesses achieve their financial goals. With a commitment to integrity, expertise, and personalized service, we pride ourselves on delivering innovative solutions tailored to meet the unique needs of each client.

Our Mission

At Lincoln Financial Services, Inc., our mission is to empower our clients by providing comprehensive financial plans and sound advice that prepare them for the financial implications of life's challenges and opportunities. Through our commitment to exceptional service, trust, transparency, and integrity, we aim to build long-lasting relationships that enable our clients to make smart, responsible, values-based financial decisions, even in the face of routine or changing life situations. Our goal is to navigate life's financial complexities together with our clients, ensuring they have the knowledge and capacity to confidently shape their financial futures.

Our Values

  • Integrity: We uphold the highest standards of ethics and professionalism in all aspects of our business.

  • Experience: Our team consists of seasoned professionals with deep experience across a range of financial disciplines, ensuring that our clients receive the highest level of guidance and support.

  • Client-Centric Approach: We prioritize the needs and goals of our clients above all else, working tirelessly to exceed their expectations and deliver results that matter.

  • Innovation: We embrace innovation and continuously seek new ways to enhance the value we provide to our clients, staying ahead of industry trends and developments.

Our Services

At Lincoln Financial Services, Inc. we offer a comprehensive suite of financial services designed to address the diverse needs of individuals, families, and businesses:

  • Retirement Planning: We help clients plan for a secure and fulfilling retirement by developing personalized strategies tailored to their long-term financial objectives.

  • Investment Management: Our experienced advisors craft customized investment portfolios designed to help grow and protect our clients' wealth, taking into account their risk tolerance, time horizon, and financial goals.

  • Insurance Solutions: We offer a range of insurance products and solutions to help mitigate risks and protect against unexpected events, including life insurance, disability insurance, and long-term care insurance.

  • Estate Planning: We assist clients in preserving and transferring their wealth to future generations through strategic estate planning strategies, minimizing tax liabilities and ensuring their legacy is preserved. Estate planning services provided in conjunction with your licensed legal professional.

  • Business Planning: For businesses, we provide specialized services such as executive benefits planning, business succession planning, and employee benefits consulting, helping them attract and retain top talent while achieving their long-term objectives.

  • Group Benefits: For businesses, we also offer comprehensive solutions, including retirement plans, health insurance, and ancillary benefits, tailored to meet the diverse needs of businesses, while addressing small business issues such as ESOPs, cross-buy sells, SERPs, and key man insurance.

Background

Lincoln Financial Services, Inc. was founded in 1976 in Arvada, Colorado with a focus on providing financial services to groups and individuals throughout Colorado with the philosophy of working for the best interests of the client not a company. Since then, Lincoln Financial Services has grown to become a respected leader in financial services in Colorado, currently providing solution services for hundreds of clients in the Denver metro and surrounding areas.

Licensed Area of Operation

Lincoln Financial Services is currently licensed to conduct all mentioned services in the States of Colorado, Alaska, Arizona, California, Florida, Illinois, Indiana, Kansas, New Mexico, New York, Oregon, South Dakota, Texas, Washington and Wyoming. If you wish to engage our services, but reside out of these states, please contact us and we can discuss your options.

Get in Touch

Ready to take control of your financial future? Contact us todayto schedule a consultation with one of our experienced advisors and discover how we can help you achieve your financial goals.