Retirement Planning

To make your retirement dreams a reality, you will need an investment strategy that provides a comprehensive foundation to help grow your portfolio and aligns with your short and long-term goals.

The Features of Workplace Retirement Solutions and Wealth Solutions

Workplace Retirement Solutions and Wealth Solutions Brokerage are a commission-based investment platform designed for assets in both tax-deferred retirement and non-retirement accounts. They offer a wide range of investment choices and the ongoing support you need to develop and sustain a long-term strategy. The programs also provide flexible pricing options customized for your needs.

Workplace Retirement Solutions and Wealth Solutions Advisory are designed for investors who prefer a fee-based approach to retirement planning. With these programs, you will receive all the features of Lincoln Signature Solutions, with the additional flexibility, control, and choice in creating and managing your investment portfolio.

Lincoln Investment financial advisors can help you navigate the various retirement plan options and investments available to you, whether the plan is through your employer or on your own.


All investments are subject to risk, including the risk of principal loss.

The Lincoln Signature Solutions professionally managed portfolios are offered as part of a discretionary advisory service. Lincoln Investment Planning, LLC will assess an annual investment advisory fee based on the value of assets in your advisory account(s). Additional information regarding Lincoln Investment Planning, LLC's investment advisory fees can be found in the firm's Form ADV 2A, which is available upon request.