R. Thad Lincoln

In 2005 Thad founded Retirement Concepts Group, LLC for the express purpose of assisting his clients in meeting their financial and retirement goals. Thad knows financial independence in retirement is an attainable objective for his clients if the proper plan is in place. He works side by side with clients, applying his experience in wealth management, retirement planning, managed investments and insurance to help formulate a plan to build a solid financial road map with financial independence as the destination.

Thad is the driving force of RCG.  With a solid foundation of more than 24 years of experience as a financial advisor, he is experienced in helping his clients retire with a financial  plan in place.  His fiduciary responsibility to every client is paramount, which is why he became an independent advisor in 2013.  This decision has provided him with a vast and diverse selection of products, allowing him to kraft a plan specific to each client’s needs and goals, always with their best interest first and foremost.

He has been through the ups and downs of bull and bear market cycles.  This first-hand experience gives him  insight when creating financial plans that can weather the storm of uncertainty striving for minimal damage to the long-term objectives. 

He and his team believe in the holistic approach when engaging with clients.  The foundation of any solid plan begins with conversations aimed at learning about each individual. A working knowledge of not only their financial fitness but of their unique needs, wants and goals is imperative. The team also understands that providing for the future of their client’s families plays an important part when formulating any long-term financial plan. United, each client and advisor work together to build a financial plan towards a confident retirement strategy.   

The personal relationships that have developed thru the years with his clients are of great importance to Thad and he considers each client a part of his extended family.  His goal has always been to provide the very best financial guidance to everyone he works with, in a straightforward manner. His holistic approach offers each client a personalized, uncomplicated wealth management plan to pursue their retirement goals. 

Education:
Benedictine College - BA Economics/active guest speaker for the Benedictine College of Business
*Inducted into the Benedictine College Raven Athletic Hall of Fame
Licenses:
Life, Accident, & Health. Series 6, 63, 65, 7, 24
*Received the Herbert A. Hedges Award for outstanding dedication to industry, community, church and   family.
*2013-2014 President, National Association of Insurance and Financial Advisors' (NAIFA) Missouri Chapter.
* New York Life Award winning financial advisor.
*Qualifying and Life Member MDRT – 2017 Court of the Table & Top of the Table Member2016 *Woodbury Financial Services, Inc. Eagle Circle - Gold Qualifier & Zenith Qualifier
*2016 Penn Mutual Golden Eagle Qualifier

Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year.  Qualified individuals must pay a membership fee in order to participate.  Sales amounts are independently verified by the MDRT organization through certified letters.  Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year.  This recognition is not representative of any investment performance or returns.

Third-Party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results.  These ratings should not be construed as an endorsement of the advisor by any client nor are the representative of any on client’s evaluation.  This award is based on sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and registered investment advisor.  Insurance offered through Retirement Concepts Group, LLC, and is not affiliated with Woodbury Financial Services, Inc.