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A Full Services Financial Advisor

Lincoln Financial is a Registered Investment Advisor and Financial Planning firm. Our primary focus is on Problem Solving; asset management and financial planning for the Principals of Small to Medium-Sized Businesses, Self-Employed Professionals and Individuals, With Emphasis On Tax Reduction, Retirement Plans (Qualified and Non Qualified) Asset Management, Risk Management, Estate Planning, Wealth Transfers, Charitable Giving, Asset Protection, Business Succession Planning and Philanthropic Development for Non Profits. We offer high quality technical, Continuing Education for CPA's; in your office and free in most cases.

Through Lincoln we offer the entire universe of registered investments to select from, including Institutional Asset Management. We are independent advisors, we have no proprietary products. We also offer selected non registered investments such as Real Estate and related advisory services.

Through our affiliate;1st Financial we offer the entire universe of insurance companies, all forms of Business Life insurance, Annuities, Disability Insurance, Business Overhead, and Long Term Care products, Pension Administration, Actuarial Services, and other products to help you leverage and reduce risk in long term monetary decisions. We have no proprietary products therefore no conflicts of interest; Independent to Serve You!

Since we do not have proprietary services or products, we have no conflicts of interest . We work for you. This allows us to assist clients in implementing the correct insurance and investment and tax avoidance strategies to support the stated needs and objectives within the boundaries of their risk profile. In short, no matter what your situation, we offer access to top tier products and services necessary to position you for long-term financial growth and success.

Find Out How We Can Help...

The next step is up to you! Contact us to set up an initial consultation, personal or business, and let us provide answers and options that meet your requirements, wants, and wishes. We work in all 50 states and would be delighted to serve you today! Lincoln Financial is registered in the State of Washington. We do not accept asset management clients in other states.

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