PLAN TODAY. PROTECT TOMORROW.

Estate Planning

Guiding individuals and families through life's financial decisions with clarity, strategy, and care

WELCOME TO

Lincoln Estate & Wealth Management

Dennis Lincoln is a dedicated Health and Life Insurance professional with over a decade of experience, specializing in Medicare Advisory services, Final Expense, Annuities, and Group/Individual health supplements. Licensed since 2009, he has had the privilege of helping numerous families achieve their health, retirement, and financial goals.

As a proud United States Navy Veteran, Dennis brings a commitment to service and excellence to his work. He remains actively involved in his local Chamber of Commerce, staying connected with and contributing to his community.

Dennis’s approach is rooted in providing personalized and reliable insurance solutions tailored to each client’s unique needs. Whether clients are planning for the future with annuities or seeking peace of mind with final expense coverage, Dennis guides them every step of the way.

Beyond his professional endeavors, Dennis is an avid golfer and practices Tai Chi regularly, activities that help him maintain a balanced and focused lifestyle. He also looks forward to working with clients to secure their futures and ensure they have the coverage needed for a healthy and fulfilling life.

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HOW WE CAN HELP

Comprehensive Financial Solutions

Estate Planning

Protect your legacy and provide for future generations.

Income Planning

Create predictable income streams for confidence and stability.

Asset Preservation

Safeguard what you've built with strategies designed to reduce risk.

Tax Mitigation

Minimizes taxes and keeps more of your hard-earned wealth.

Risk Mitigation

Prepare for life's unknown with proactive risk management.

More Services

Business Planning, CRT, Wealth Management, and more.

Video Library

NOT Just For Millionaires And Billionaires

21st Century Trust Funding Method

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

  • 976-867-7748

  • 100 Cummings Center Ste. 207-P, Beverly, MA 01915​

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