• Investments
• Fee Based Advisory Services
• IRA Setup and Rollovers
• Roth IRA Setup and Rollovers
• 401k and 403b Plans and Rollovers
• Simple IRA Plans
• College Savings and 529 Plans
• Charitable Giving Solutions
• Estate Planning
• Financial Planning
• Portfolio Review
• Brokerage Accounts

Included in the Lincoln Financial Securities Portfolio:

Mutual Funds
More than 7,000 funds representing over 100 fund families.

Variable Annuities
Over 60 issuers, offering long-term, tax advantaged investing opportunities.

Variable Universal Life
Over 40 issuers offering 100 different variable life contracts.

Investment Advisory Services                                                                                                                                           Financial planning and financial consultation services, customizable asset management services, and private asset management programs.

Direct Investments
A diversified portfolio of real estate, leasing and energy products.

Unit Investment Trust                                                                                                                                                                          Offered through and managed by some of the country’s leading firms.

General Securities

Equities
Common and preferred stocks.

Additional Items:
Fixed Income
Treasury Securities
Corporate Bonds
Federal Agency Securities
Municipal Bonds
Certificates of Deposit
Mortgage-backed and Asset-backed Securities

Investments and advisory services are offered through representatives of Lincoln Financial Securities Corporation, Member SIPC.  Investments are offered to residents of AZ, IN, KY, LA, MD, MI, NC, OH, PA, TN, & TX.  Advisory services offered to residents of IN, KY, and MI.  Lincoln Financial Securities and Holland Financial Group are not affiliated.