Our Services

Charles E. Bremer is a CFP (Certified Financial Planner™) and a TGPC (Tax-Exempt & Governmental Plan Consultant) professional.   Mr. Bremer holds FINRA Securities Registrations 7, 24, 63, and 65.  Charles is also a financial representative and branch manager of Lincoln Investment Planning, Inc.

RETIREMENT SERVICES
403(b)(7) Deferred Compensation
IRA Roth, Traditional, SEP & Simple
Profit Sharing & Money Purchase
401(k) Deferred Compensation
457 Deferred Compensation
Personal K's
Non-Qualified Tax Deferred Annuities
Financial Planning
Retirement strategies 401(a) Social Security Alternative Plan
Life Insurance  & Long Term Care products

INVESTMENT SERVICES*
Mutual Funds
Money Market Funds
Annuities
Tax-Managed or Tax-Efficient Investment vehicles
Tax Free Investments
Tax Deferred Investments
College Savings Accounts
Individual Securities & Brokerage (stocks & bonds)
Managed Accounts
 

*Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer, Member FINRA/SIPC.