Broker Check

Investment Advisory Services

Fee-based managed money solutions through Lincoln Investment Planning, LLC.

Fee based money management solutions offered through Lincoln Investment Planning LLC. form the cornerstone of our financial planning services. They can help simplify asset allocation, risk management, investment management, record keeping and progress monitoring by providing investors with an opportunity to consolidate assets in a single convenient account.

  • Retirement SOLUTIONS is designed specifically for tax-deferred retirement accounts, such as 403(b), 457(b), IRA and Roth IRA plans.
  • Retirement SOLUTIONS PREMIER also is designed for tax-deferred retirement accounts. It is for investors who want a simplified, fee-based option for investment and risk management.
  • Investor SOLUTIONS is for non-retirement assets, including jointly-owned, UGMA/UTMA and individual accounts through a custodian other than UMB Bank.
  • Investor SOLUTIONS PREMIER also is for non-retirement assets. It is for investors who want a simplified, fee-based option for investment and risk management.
  • Platinum SOLUTIONS offers investors an opportunity to participate in exchange traded funds (ETFs) and individual securities in a managed assets environment.

Your Dearborn & Creggs representative can help you determine which SOLUTIONS option may be right for you. In general, the platform you choose will depend on the type of accounts you have—taxable, tax-deferred, or tax-free—the account custodian you prefer, the advisory programs you select, and other factors.

If you would like to learn more, contact us by calling (281) 277-6400 or sending an e-mail to service@dearborncreggs.com.