Lincoln Investment
You can count on your Lowell Five Business Banking Team to offer you expert advice and customized solutions to help you achieve your financial goals. Through our long-standing relationship with Lincoln Investment and KAF Wealth Management, LLC you also have access to top investment and financial planning experts who can customize a plan to help withstand market ups and downs and build a long-term financial plan for you and your business.
James Shannon and Thomas McCarthy of KAF Wealth Management, LLC will offer their insights on how to best manage debit, improve cash flow, maximize retirement income and more. They also offer:
- Retirement plan services for 401(k)s, SIMPLE IRAs and more
- Comprehensive estate planning reviews
- Business succession planning, including buyout agreement reviews and deferred compensation plans
- Buyout insurance servicing
- Investment management
- Financial modeling
- Employer-sponsored 529 plans and benefits
- Corporate cash management
- Insurance risk reviews and insurance coverage
The first step is to contact us today to discuss your needs and goals and determine if you’d benefit from a financial wellness check from KAF Wealth Management. If so, we can easily set one up at the Lowell Five location that’s most convenient for you.
About Lincoln Investment
Lincoln Investments has been providing quality investment, insurance and retirement products for over 50 years.
The products offered: (i) are not FDIC insured; (ii) not deposits or obligations of Lowell Five Bank or its affiliates; (iii) not guaranteed by Lowell Five Bank or its affiliates; (iv) not insured by any federal government agency; (v) may go down in value.
Lincoln Investment and Lowell Five Bank are not affiliated. Advisory services offered through Capital Analysts and Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA and SIPC. Lincoln Investment and KAF Wealth Management, LLC are independent and non-affiliated. Legal services associated with estate planning, tax or social security advice are not offered through, nor supervised by, The Lincoln Investment Companies. 2/18
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving our website and assume total responsibility for your use of the sites you are visiting. We make no representation as to the completeness or accuracy of information provided at these sites, nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.
