skip navigation

Contact Us

28601 Chagrin Boulevard, Suite 300 Cleveland, OH 44122
  • Phone:
    (216) 591-2392
  • Fax:
    (216) 910-3326
  • E-mail address: Lawrence.Barrett@LFG.com
  • Home
  • About Us
    • Our Team
    • Our Associates
    • Our Speaking Engagements
    • Our Firm Philosophy
    • Our Services
    • Our Wealth Management Process
    • Our Experience
    • Sagemark Consulting Private Wealth Services
    • Independent Pharmacy Consulting Group, LLC
    • Individual Health Insurance Quote Request
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Market Watch
    • Detailed Quotes
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolios
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Newsletters

  • Does the Social Security COLA Help If You’re Not Receiving Benefits?

    This article explains how the COLA not only helps current beneficiaries, but also may increase future benefits for those who are not yet receiving Social Security payments.

  • A Wealth of Information: How to Read a Mutual Fund Prospectus

    Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.

  • Small Businesses Are Short-Staffed and Overwhelmed

    The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?

  • Keep an Eye Out for IRS-Related Scams

    Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

More Newsletters »

Calculators

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators »

Contact Us

28601 Chagrin Boulevard, Suite 300 Cleveland, OH 44122
  • Phone:
    (216) 591-2392
  • Fax:
    (216) 910-3326
  • E-mail address: Lawrence.Barrett@LFG.com

This website is for informational or educational purposes. It is not intended as investment advice and is not a recommendation for retirement savings. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

Lawrence C. Barrett is a registered representative of Lincoln Financial Advisors Corp.

Lawrence C. Barrett is securities licensed in AZ, CA, CO, CT, FL, GA, ID, IL, IN, MI, MN, MO, MT, NV, NJ, NY, NC, OH, PA, SC, TX, UT, VA, WA, WV and WI.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Unless otherwise identified, associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisiory services offered throughLincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Corp., a registered investment advisor.  Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Firm disclosure information available at www. LFG.com  Independent Pharmacy Consulting Group, LLC is not an affiliate of Lincoln Financial Advisors Corp.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA do not offer tax or legal advice on behalf of the firm. 

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, Not all Registered Representatives with our firm are able to offer advisory services. Regulation Best Interest Disclosure Document, which describes LFA's broker-dealer services, and other client disclosure documents can be found here.


CRN-3503462-032221

  • Site Map