A Client-First Financial Services Firm
At Lincoln Capital, we believe in putting you first. As an independent, fee-only firm, we’re not just advisors; we’re fiduciaries committed to guiding you with integrity and transparency. Since our founding in 1991, we’ve dedicated ourselves to crafting personalized financial strategies that reflect your unique goals and aspirations. Whether you’re an individual, a professional, or a business owner, we stand by you with objective advice and tailored solutions designed to secure your financial future. Learn more about our commitment to your success.
Services
Insights
How to Manage Your Finances During COVID
Highlights An itemized list of things you should do (or review) in order of priority Appropriate for couples or individuals in their 30s up to retirement age Estimated read time: 4 mins A global [...]
GameStop-related Market Volatility and A Primer on Short Selling
Highlights What individual investors should know The potential ripple effects and opportunities in the weeks ahead How “short selling” works Estimated read time: 4 mins Our Concerns, Thoughts and Actions Recently, a rising number [...]
The “Backdoor IRA”: An Option for Those Who Can’t Contribute to A ROTH IRA
Highlights It’s a method to side-step the income limits of a ROTH IRA It’s perfectly legal It’s ideal for those who don’t already have a Traditional IRA Estimated read time: 2 mins It’s a [...]
