Lincoln Financial Advisors Corporation operates as a broker/dealer and investment advisor in the United States. The company offers estate planning services in the areas of property ownership, distribution strategies, and estate tax reduction techniques; and retirement planning services, including needs assessment, retirement income modeling, benefits analysis, and asset allocation strategies. It also provides investment planning services, such as advice, consulting, and planning; portfolio modeling, analysis, and design; development of investment policy statement; implementation of manager search and selection; and ongoing monitoring, due diligence, and reporting. In addition, the company offers business succession planning strategies that include buy-sell agreements, such as stock redemption and cross-purchase agreements; the use of life insurance; grantor-retained annuity trusts; and family limited partnerships. Further, it offers various products and services that include life, variable life, disability, and long term care insurance products; fixed, variable, and group variable annuities; brokerage accounts and services, asset management programs, mutual funds, and alternative investments; retirement plans; and client disclosures. The company is based in Fort Wayne, Indiana with offices in Hartford, Connecticut; and Dallas, Texas. Lincoln Financial Advisors Corporation operates as a subsidiary of Lincoln National Life Insurance Company.
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