Our Resources

Resource Library

We are here to answer your questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth. Browse the resource library here—we invite you to read, watch, download, and learn about the basics of finance and retirement. And remember, please feel free to reach out for a complimentary, no-obligation appointment!

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Weekly Market Insights: July 18, 2026Market Updates

Weekly Market Insights: July 18, 2026

Brandon LincolnBrandon Lincoln2026-07-21
What’s the difference between a traditional IRA and a Roth IRA?Retirement

What’s the difference between a traditional IRA and a Roth IRA?

Brandon LincolnBrandon Lincoln2026-05-21
Weekly Market Insights: May 18, 2026Market Updates

Weekly Market Insights: May 18, 2026

Brandon LincolnBrandon Lincoln2026-05-18
Annuities Offer Protection and Growth PotentialRetirement

Annuities Offer Protection and Growth Potential

Brandon LincolnBrandon Lincoln2026-05-15
Weekly Market Insights: May 11, 2026Market Updates

Weekly Market Insights: May 11, 2026

Brandon LincolnBrandon Lincoln2026-05-11

Discover Your Retirement Tax Bill

Many individuals with substantial balances in traditional 401(k) accounts may overlook the fact that withdrawals are generally subject to ordinary income taxes. In fact, rising income taxes in retirement is a risk some savers haven’t even considered. Is your retirement approach prepared? Discover your potential retirement tax bill, and options for potentially reducing it! Find out what your tax burden might be in 30 seconds by clicking on our free tool here.

GET YOUR TAX BILL NOW

The links to articles, other websites and interactive resources are provided for your information and strictly as a courtesy. Our providing access to these resources does not constitute an endorsement, approval or certification of the information, services, strategies, recommendations, or opinions presented, published or made available at or through these websites and resources. We specifically make no representation as to, and disclaim any responsibility for, their completeness, accuracy or applicability to your personal circumstances.  When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the websites to which you are linking.

Animated Videos

Browse through our animated videos to learn about financial principles that can help you whether you are busy accumulating and growing wealth, getting ready to retire in five to 10 years, or living in retirement now. One of our biggest goals is to educate consumers about financial matters, and we hope these videos help make things clearer.

Financial Calculators

Knowledge is key when it comes to your financial plan. Spend time putting your own financial numbers in our calculators to find out where you might stand with your finances. Then call us at (303) 425-8890 or contact us and we will get back to you as soon as possible. We look forward to speaking with you!

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Retirement Calculator

Calculate how much you need to save for retirement.

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Tax Calculator

Estimate your federal and state tax liability.

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RMD Calculator

Calculate Required Minimum Distributions from retirement accounts.

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Investment Calculator

Project investment growth over time with compound interest.

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4% Rule Calculator

Determine safe withdrawal rates for retirement.

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Social Security Calculator

Estimate your Social Security benefits.

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Budgeting Calculator

Create and manage your monthly budget.

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Debt Management Calculator

Plan your debt payoff strategy.

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These calculators are provided by a third-party source for educational and informational purposes only. Results are based on assumptions and user-provided information and are not guarantees of future outcomes. They should not be considered financial, investment, tax, or legal advice. Actual results may vary. Please consult your financial, tax, or legal professional regarding your specific situation.

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Meet President & Financial Planner
Brandon Lincoln

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.

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Our Values

  • Integrity: We uphold high standards of ethics and professionalism in all aspects of our business.
  • Experience: Our team consists of seasoned professionals with extensive experience across a range of financial disciplines, helping clients receive guidance and support tailored to their unique needs.
  • Client-Centric Approach: We prioritize the needs and goals of our clients, working diligently to meet their expectations and deliver personalized guidance and support.
  • 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.

Downloadable Whitepapers

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.

7 steps to get out of debt
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10 Things you must know about social security
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5 Things to consider before retirement
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Market Updates

Weekly Market Insights: July 18, 2026Market Updates

Weekly Market Insights: July 18, 2026

Brandon LincolnBrandon Lincoln2026-07-21
Weekly Market Insights: May 18, 2026Market Updates

Weekly Market Insights: May 18, 2026

Brandon LincolnBrandon Lincoln2026-05-18
Weekly Market Insights: May 11, 2026Market Updates

Weekly Market Insights: May 11, 2026

Brandon LincolnBrandon Lincoln2026-05-11
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