We’re here to serve you

Not sure if you’re on track with your retirement savings? Contact a representative today to set up a one-on-one meeting. Our representatives are available to meet both virtually and in person.

Click2Meet® service

Some campuses now allow for online meeting scheduling. Visit  LincolnFinancial.com/UTschedule  for availability.

Personal, one-on-one education and assistance

Lincoln Financial is highly experienced and knowledgeable about the University of Texas System Retirement Programs. We're here to help you:

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




































































Find my Lincoln Retirement Consultant or financial professional.

Select a University of Texas location below to find a Lincoln Retirement Consultant or financial professional in your area.

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The program includes certain 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 Group, 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.

Lincoln retirement consultants Janet Mooney, Brian Marbury, and Kelly Miller are registered representatives of LFD. Retirement consultants do not provide tax or legal advice. Retirement consultants do not provide investment advice or recommendations.

Charles Davenport, Andy Lambeth, E Lawrence Smith, Rob Sesich, Bill Porterfield and Peter Phan are registered representatives of Osaic FA, Inc. Securities and investment advisory services offered through Osaic FA, Inc. Osaic FA, Inc. is not an affiliate of Lincoln Financial Group.

Ryan Rayburn is a registered representative of LPL Financial LLC. Securities and investment advisory services offered through LPL Financial LLC. LPL Financial LLC is not an affiliate of Lincoln Financial Group.

Wes McKnight is a registered representative of Level Four Financial, LLC. Level Four Financial, LLC is not an affiliate of Lincoln Financial Group.

Joe Himelick is a registered representative of Cetera Advisor Network LLC.  Securities and investment advisory services offered through Cetera Investment Advisers LLC. Cetera Advisor Network LLC and Cetera Investment Advisers LLC are not affiliates of Lincoln Financial Group.

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”). 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.