Jeff Wilhelms

With over 50 years of industry leadership and specialized experience in investment strategies, the Lincoln Investment Companies, as Broker-Dealer and Registered Investment Adviser, along with Capital Analysts, Registered Investment Adviser, have enabled financial professionals to provide their...

5016 S. Ash Ave Suite 103 ,  Tempe, AZ   877-469-7377  
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Jeff Wilhelms

Lincoln Investment has made retirement planning its specialty, focusing in particular on the needs of educators and employees of non-profit organizations. Although our knowledge is in the field of retirement planning, our experience has taught us that effective retirement planning encompasses careful life-stage planning as well.

We have learned that every decision our clients make prior to retirement directly impacts the quality of that retirement. For this reason, we believe that no decision is inconsequential, and no question should remain unanswered.

Advisory services and securities offered through Lincoln Investment, LLC. Registered Investment Adviser, Broker Dealer, Member FINRA/SIPC

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FINRA/CRD: FINRA # 3097080

Focus Areas

  • Student loans
  • Comprehensive financial planning
  • Budget and debt management
  • annuities
  • Retirement planning
  • Insurance
  • Personal Taxes