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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

  • Key Retirement and Tax Numbers for 2021

    IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.

  • Your Business: New Rules for Writing Off Restaurant Meals

    The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

  • New Fed Policy Suggests Low Rates for the Long Term

    The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.

  • Stock Market Risks in the Spotlight

    Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.

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

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.

Independent Pharmacy Consulting Group, LLC is a marketing name for business conducted through Lincoln Financial Advisors Corp.

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

*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, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.


CRN-1800205-051717

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