Michael Lockwood, CFP®, CRPC®
18400 Von Karman Ave., Suite 550
Irvine, CA 92612
949-474-6842
Retirement Income Illustrator is an income needs gathering and planning tool available through your financial advisor. It is designed to allow you to get beyond the point of worrying about the unknown of retirement to knowing that your basic needs are covered and focus on enjoying the next stage of your life.
To read about this system, click on the image below.
To view a short video about this system, click here.
(This video may take a minute or two to load. Thank you for your patience.)
Securities: Alabama, Alaska, Arizona, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Oregon, South Carolina, Texas, Utah, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
