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Not sure if you’re on track with your retirement savings? Contact a Lincoln retirement consultant or your financial professional today to set up a one-on-one meeting. Both are available to meet virtually and in person.

Personalized, one-on-one education and assistance

Lincoln Financial is highly experienced and knowledgeable about the Texas A&M retirement programs and can help you:

  • Determine how much you may need for retirement
  • Calculate the impact that saving more will have on your paycheck
  • Understand and assess risk tolerance
  • Access asset allocation models
  • Perform retirement income calculations
  • Plan for future retirement distributions

  

Contact your Lincoln retirement consultant or your financial professional

The mutual fund-based programs include services provided by Lincoln Retirement Services Company, LLC and Lincoln Financial Group Trust Company, Inc. with wholesale marketing and distribution services provided by Lincoln Financial Distributors, Inc. (LFD), a wholesale broker-dealer (member FINRA). All entities listed are affiliates of Lincoln Financial, the marketing name for Lincoln National Corporation. Unaffiliated broker-dealers also may provide services to customers. Account values are subject to fluctuation, including loss of principal.

John K. Kriel is a registered representative of Institutional Securities Corporation (member FINRA). Kriel Financial Services and Institutional Securities Corporation are not affiliates of Lincoln Financial.

Brian Marbury and Kelly Miller are registered representative of Lincoln Financial Distributors, Inc. (member FINRA), a wholesale broker-dealer affiliated with Lincoln Financial. Retirement consultants do not provide tax or legal advice. Retirement consultants do not provide investment advice or recommendations.

This material is provided by The Lincoln National Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collectively referred to as “Lincoln”). The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.