Financial Services
At Linc Wealth Solutions, we provide comprehensive financial guidance that evolves alongside your life.
Our work together is collaborative, transparent, and rooted in understanding your goals, values, and priorities.
Who We Serve
At Linc Wealth Solutions, we strive to make money simple so our clients can build their happiest lives free from financial worry. We guide you in paying down debt, investing thoughtfully, planning for your children’s education, saving on taxes, and preparing confidently for retirement. Our areas of expertise include personal financial planning, college education planning, investment advisory services, wealth management, retirement planning, and tax-managed investing—all tailored to your goals, values, and the life you want to live.
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We work with Gen X, Gen Y and Millennials professionals, growing families, and individuals who want thoughtful guidance and a trusted financial partner.
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Ready to Get Started?
Financial Planning & Guidance
We begin by understanding your goals and together, we create a financial roadmap.
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What this includes:
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Clarifying your financial goals and overall planning priorities
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Reviewing cash flow, savings habits, debt strategy, and big-picture life planning
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Guidance around major decisions: career, real estate, education, retirement, aging parents, etc.
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Ongoing check-ins to ensure your plan evolves as your life does
Our goal is to bring confidence and calm to your decision-making — every step of the way.
Investment Management
We build and manage your portfolio using a disciplined, evidence-based process focused on long-term progress.
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What this includes:
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Identifying your investment objectives and risk tolerance
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Developing a customized Investment Policy Statement (your personal investment blueprint)
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Portfolio design and asset allocation tailored to your specific needs
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Independent and objective review of investment options
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Close monitoring and control of investment costs
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Systematic portfolio rebalancing to manage risk
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Active tax management in non-qualified investment accounts
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Continuous monitoring and adjustments as markets or circumstances change
We make the complex feel clear and purposeful as we help you stay grounded through every market cycle.
Financial Partnership & Support
Our partnership is built on responsiveness, transparency, and trust.
What this includes:
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Quarterly or semi-annual reviews
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Review and analysis of existing investments
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Updates as your goals, life circumstances, or financial priorities shift
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Guidance on retirement planning, college funding, estate planning & insurance needs
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Access to resources, research, and technology to support clarity and convenience
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Customized, easy-to-understand financial reporting
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24/7 online access to your accounts and progress
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Timely support when questions or concerns arise
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Clear communication during market events or economic changes
We are here when you need us.
