Lincoln Investment Planning, Inc. is a leading provider of investment management and retirement planning services in the United States. The company was incorporated in the year 1968. Lincoln Investment Planning functions as a full-service broker/dealer specializing in investment and retirement planning.
About Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. was incorporated in the year 1968. The founder of Lincoln Investment Planning, Inc. is Nick Forst. The company functions as a professionally supervised full-service provider of retirement planning and investment management products and services to employers and individuals.
It started its operations keeping a stress on the requirements of retirement planning for pedagogues and workers of non-profit seeking organizations.
Nevertheless, at the present time, the ambit of operations of the company has widened substantially to involve employers, individuals, endowments, corporations, as well as institutions.
Lincoln Investment Planning, Inc. carries out its business operations with the help of a number of Lincoln Investment Financial Representatives. These are finance professionals who work under Lincoln Investment Planning, Inc. and at present, the number of such professionals have exceeded 400.
Lincoln Investment Planning, Inc. is licensed under the Securities and Exchange Commission or SEC.
Products and Services of Lincoln Investment Planning, Inc.
The products and services of Lincoln Investment Planning can be categorized into the following types:
Retirement Planning Services
Risk Management Services
Individual Securities Services
Calculators Offered by Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. also offers a number of financial calculators to the customers, which include the following:
401(k) Savings Calculator
72(t) Distribution Calculator
403(b) Savings Calculator
Required Minimum Distribution Calculator
Roth IRA Conversion Calculator
Retirement Shortfall Calculator
Roth vs. Traditional IRA Calculator
Lincoln Investment Planning is affiliated to the following organizations:
The Securities Investor Protection Corporation (SIPC)
Financial Industry Regulatory Authority (FINRA)
Lincoln Investment Planning, Inc.
218 Glenside Avenue
Wyncote, Pennsylvania 19095
Phone (800) 242-1421 x5555