Services

The best way to find yourself is to lose yourself in the service of others.
– Gandhi – 

Group Benefits

Times have changed and it’s become harder than ever to attract and retain top talent. The organizations that do attract “A Players” offer more than basic benefits – they offer a Total Rewards Package.

Therefore, in addition to helping you select the best retirement and insurance plans, we also help you design a Total Rewards Statement that shows the overall value your employees get; everything from base pay, incentives, benefits, work/life programs, learning programs and flex work arrangements.

Investments
and Endowments

When you partner with us you get an entire team of professionals working together to help you better manage your assets and achieve your goals.

Our personalized strategies — honed over the last 30+ years of serving nonprofits — combined with access to top institutional money managers, allow us to assemble a custom portfolio that’s designed to help you protect your capital and achieve your specific investment objectives.

Private Clients

We offer financial planning and retirement income planning services to the leaders and employees of the nonprofits we serve. You’re in the business of helping improve the lives of others so you deserve to work with a team of professionals who will look out for your best interests too.

We’ve advised over 1,000 nonprofits so we know how demanding your job is. We also know that if we can truly help you achieve your short- and long-term financial goals that you’ll have one less thing to worry about so you can focus more on fulfilling your organization’s purpose.

Not all services are offered through Lincoln Financial Advisors