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100 Park Ave., Suite 425 Orange Village, OH 44122
  • Phone:
    (216) 591-2392
  • Fax:
    (216) 910-3326
  • E-mail address: Lawrence.Barrett@LFG.com
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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

  • Social Security Offers Benefits from Birth Through Old Age

    The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.

  • Small Businesses Should Prepare for Stronger Tax Enforcement

    The IRS is receiving $80 billion to upgrade its technology and workforce. This article offers tips for business owners to help avoid a tax audit.

  • Home Energy Tax Credits

    There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.

  • Retiring in a Down Market? Don’t Panic

    Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. This article presents three fundamental concepts that may help investors keep market movements in perspective and maintain their focus on long-term goals.

More Newsletters »

Calculators

  • 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.

  • Cost of Retirement

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

More Calculators »

Contact Us

100 Park Ave., Suite 425 Orange Village, 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 AR, CA

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

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