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About Us
Lincoln Financial Management, LLC is a comprehensive planning firm for businesses and highly skilled and trained individuals. We specialize in the areas of: retirement planning, qualified employee benefit programs, estate planning and investment opportunities and services. Lincoln Financial’s experience and expertise in this area enables our clients to save money, time and effort in creating and administering their programs.

Our Clients
We serve a wide range of business clients in the fields of banking, construction, real estate, accounting, law, medicine, dentistry, veterinary medicine, schools and colleges, hospitals, associations and insurance companies. We serve companies of all different sizes, from 2 employees to more than 500 employees.

Our Goal
Through broad experience in a wide range of specialties, we strive to provide professional advice and consulting on the following:

• Medical Insurance – fully insured or partially insured
• Disability Income
• Dental Insurance
• Life Insurance
• Mutual Funds/Stock/Bonds
• Private Pensions
• Profit Sharing Plans
• 401(k) Savings/Retirement Plans
• Defined Contributions Retirement Plans
• Key Person Life and Disability Income Plans
• Buy & Sell Life and Disability Income Plans
• “2nd to Die” Life Insurance for Estate Taxes
• Tax Sheltered (deferred) Variable Annuities
• Cafeteria Plans – IRS Section 125

Securities offered through Securities America, Inc. Member FINRA/SIPC. Cyrus Kiani, Stephen Letts and Donald Campbell, Representatives. Cyrus Kiani and Donald Campbell offer advisory services through Securities America Advisors, Inc.

Lincoln Financial Management, LLC and the Securities America companies are independent entities. Securities America and its representatives do not offer tax or legal advice. Please consult a tax or legal professional in regards to your particular situation and before taking any actions that may have tax or legal consequences.

We are licensed to sell and/or discuss securities products and/or insurance procucts to residents of the states listed below only:

We are licensed to sell Insurance Products in the following states:
AZ, CO, FL, GA, IA, IL, KS, LA, ME, MO, NC, NE, NY, PA, SC, TN, TX, WI

We are registered to sell Securities in the following states:
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, LA, ME, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI