Broker Check

Services

As a financial planner at Lincoln Financial Advisors, Christa Coates specializes in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning

  • Retirement Planning
  • Tax Reduction Strategies
  • 401(k) Plans
  • 403(b) Plans
  • College Funding
  • Estate Planning
  • Wealth Management
  • Money Purchase Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance