Game Plan Retirement

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Comprehensive Financial Planning Services

Retirement Saving

Pension Fund Managment

Executive Compensation

Plan Today for a Prosperous Tomorrow

Envision Your Future

Explore Your Options

Execute Your Plan

How will your retirement look?

Let's begin building your
retirement plan today.

Allow Us to Help You:

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Financial Plan

Put Controls on the Plan

Mapping the Road to Retirement

Retirement may seem a long way off,

but it will be here before you know it.

Start planning today!

What will your retirement be like?

Let's build a retirement plan today.

Discover how to

protect your financial independence

and the future of your business

with a comprehensive succession plan

Game Plan Retirement

In today's complex world, we could all use a little help. Game Plan Retirement would love to be chosen as your trusted advisor firm. Please let us know how we can be of assistance.

Retirement Planning

It’s never too late. Begin preparing and saving for your retirement today! Find all the information you need to get started right here.

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Retirement Planning

Business Owner Planning

Talk to us today about planning a sound executive compensation package for your employees.

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Business Owner Planning

Documents & Resources

Client Profile Form
Use this form to be ready for our first meeting.

Plan Limits
Use this chart to know what the retirement plan limits are for this year.

Online Documents
These forms apply to enrollees with the different products listed.

Documents & Resources

Schedule a Meeting

Let's find a time to get together and talk about planning.

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Schedule a Meeting

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: California, Georgia, Illinois, Indiana, Michigan, North Carolina, Virginia, Wisconsin

Insurance: California, Florida, Illinois, Indiana, Michigan, Nevada, North Carolina, Ohio, South Carolina, Texas, Virginia, Wisconsin

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Game Plan Retirement is a marketing name for registered representatives of Lincoln Financial Advisors.

See Lincoln Financial Advisors (LFA's) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA's Forms ADV, Part 2A, which describe LFA's investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

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