Retirement Planning

Retirement planning is the number one financial concern of Americans today. We know we need to plan for retirement, yet few of us actually spend time creating a retirement plan.

State Retirement System Projection (SRS)

We can create a personalized, inflation-adjusted illustration of your income options from the State Retirement System.

Retirement Income Analysis (RIA)

Our custom planning software provides a comprehensive, inflation-sensitive analysis detailing the appropriate combination of pre-retirement investments with your estimated retirement income needs.

Service Center

Locate a Representative:

to ask a question, schedule an appointment or refer a friend or colleague. Or call us at (800) 367-4388.

Events

10/2/2011	Sign up Now
WASA Fall Golf Tournament, Tumwater Valley, Olympia WA

Advisory services and securities offered through Lincoln Investment Planning, Inc.
Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC
3900 E. Valley Road, Suite 202 • Renton, WA 98057 • (425) 251-5910 • Fax (425) 251-0186
www.shelgrenfinancial.com
Lincoln Investment Corporate Office: 218 Glenside Ave. • Wyncote, PA 19095 • (800) 242-1421

Due to various state regulations and registration requirements concerning the dissemination of information on specific investments, Lincoln Investment Planning, Inc. and its agents must be registered prior to such dissemination. This site is intended for informational purposes only and further discussion will require prior compliance with state regulations and registration.