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28601 Chagrin Boulevard, Suite 300 Cleveland, 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

  • Five Tips to Follow When Applying for a Mortgage

    Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.

  • Company Stock and Your Retirement Strategy

    This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.

  • Child Tax Credit for 2021: Will You Get More?

    This article discusses substantial, temporary improvements to the child tax credit due to The American Rescue Plan Act of 2021.

  • Pension or Lump Sum: Which Should You Choose?

    Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.

More Newsletters »

Calculators

  • Cost of Retirement

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

  • Net Worth

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

  • Estate Taxes

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

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

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