Lincoln Investment Planning, Inc.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Martin Clement can help you create a financial plan, a personalized “roadmap” that can help you solve your financial problems and achieve your short and long-term financial goals. 

My primary focus is wealth creation and preservation.  Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Gauging Investor Sentiment

Technical analysis, the evaluation of securities based on historical prices and other trading variables, is based in part on market psychology and thus looks at a host of sentiment indicators for clues about the near future.

Protection for a Rainy Day

For a reasonable price, umbrella liability insurance policies can help close the gap between your auto and homeowners insurance policies and a potentially devastating liability claim.

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

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