Our Services

Group Benefits Services for Businesses & Organizations

At Lincoln Financial Services, we understand the importance of a comprehensive employee benefits package in attracting and retaining top talent while supporting the well-being of your workforce. Our group benefits solutions include retirement plans, health insurance, ancillary benefits, and specialized 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 address the needs of their employees while considering tax efficiencies and administrative considerations. Whether you’re looking to enhance employee benefits, support retention efforts, or address business-related financial risks, our dedicated team of professionals is available to provide personalized guidance and support to help you build a strong and resilient organization.

Retirement Plans: Tailored group retirement solutions for your organization, such as 401(a), 401(k), 403(b), 457(b), SEP/SIMPLE IRAs, pension plans, and more, can help employees, executives, and business owners save for retirement in a tax-advantaged manner. In addition to helping establish and manage your plan, we provide education to you and your employees on how to better understand and utilize these benefits. We also work with individuals and families, including business owners and employees. Learn More

Health Insurance: Comprehensive coverage options, including medical, dental, and vision plans, help support all employees’ health and well-being. Our objective is to help you to find employee benefits that are the most cost-advantageous for you and your business, while providing you and your employees with the best benefits possible.

Ancillary Benefits: Additional offerings such as life insurance, disability insurance, and wellness programs can enhance employee benefits packages.

Executive Benefits: Specialized plans tailored for key executives, including deferred compensation and executive bonus arrangements, can help your company attract and retain leadership.

Business Succession Planning: Strategies to ensure smooth ownership transitions in the event of retirement, disability, or death of business owners is critical for any organization.

Employee Education and Communication: Workshops, seminars, and personalized consultations help educate employees about their benefits and financial wellness.

Compliance and Regulatory Support: We provide guidance and assistance to help ensure group benefit plans comply with relevant laws and regulations.

Cost Containment Strategies: We can help implement measures to control healthcare costs and manage benefit expenses while maintaining quality coverage for employees.

Flexibility and Customization: We offer options for employers to tailor benefit offerings based on the unique needs and preferences of their workforce. And our commitment extends beyond the initial implementation of benefit plans; we provide ongoing support and guidance to ensure that our clients’ needs are continually met.

Why Succession Planning Matters

Download our educational whitepaper and learn why succession planning is important for business owners. Get your copy today!

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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.
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