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110 Mall Boulevard, Lakewood, NY 14750

(716) 763-9380
ldeppas@lincolnInvestment.com
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Your retirement planning partner in
Western New York and Northwest Pennsylvania
WELCOME TO COMPLETE CLIENT CARE,

We work with individuals and families to help make sense of the financial side of life.
Our Financial Advisors provide a broad variety of investment options, accessibility, personalized service, educational resources and experience investors are looking for. We strive to be the Complete package.

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What We Do
Working With People, Not Just Their Portfolios

Our advisors didn't get into financial planning because we love spreadsheets (although, we'll admit, they have their moments). We got into it because we like working with people — real people with real lives, right here in this community. Your finances are personal, and the way we work reflects that.

Whether you're saving for your first home, figuring out retirement, or just trying to get your financial life in order, we're here to help you think it through. We'll meet you where you are, explain things in a way that actually makes sense, and help you build a plan you can feel good about.

Our Solutions
Planning for When Life Gets Financially Complicated

Start Planning for Your Future

Portfolio Management

Our advisors will help you build a portfolio that matches your goals and comfort level — and we'll keep an eye on it so you're not stressing over every headline.

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Retirement Planning

Your version of retirement is yours. Let's figure out what that looks like and build a realistic strategy to help you get there.

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Risk Management

Stuff happens. Our advisors will help you spot the areas where your plan might be vulnerable and help build in some flexibility for life's surprises.

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Estate Strategy

It's not the most fun topic, but it's an important one. Our advisors will work with you and your legal team to help make sure your wishes are clearly mapped out.

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Life Insurance

Life insurance doesn't have to be complicated. We'll help you figure out what type and how much makes sense for where you are right now.

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HNW Client Guidance

More wealth usually means more moving parts. Our advisors help high-net-worth clients cut through the complexity and focus on what really matters.

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Extended Care Strategies

Long-term care is easy to push to the back burner. We'll help you explore your options now so it doesn't catch you off guard later.

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Small Business Guidance

If you own a business, your personal and business finances are intertwined. Our advisors will help you get both on the same page.

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Social Security Strategies

When you claim Social Security and how you do it can make a real difference. Our advisors walk you through the scenarios so you can decide what's right for you.

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Cash Flow Analysis

Before we plan for the future, let's understand the present. Our team will help you get a clear picture of where your money is going — and where it could be going.

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Education Strategies

Saving for education is a big priority for a lot of families. Our advisors will help you explore your options without throwing your other goals off track.

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Charitable Giving

Want to give back to a cause you care about? We'll help you do it in a way that's smart for your finances too.

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Special Needs Trust

If you're planning for a loved one with special needs, we'll help you navigate the details with the care and attention your family deserves.

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Debt Management

Debt doesn't define your future. We'll help you build a plan to manage it while still making progress on the things that matter.

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Financial Education

We want you to understand your money, not just hand it over. Our advisors will keep you informed and involved every step of the way.

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About Our Firm
Your Neighbors,
Your Financial Planning Team

Our advisors live and work in this community, and that's not a coincidence — it's a choice. We built our practice here because we want to help the people we see at the grocery store, at local events, and around town. We take a down-to-earth approach to financial planning, and we believe the best advice comes from a team that actually knows your world. If you're looking for people who'll be straight with you, take the time to listen, and build a plan around your life — not a sales quota — we'd love to talk.

Our Process
Here's What It's Like to Work Together

No complicated onboarding or long sales pitches. Just a simple, three-step process that starts with a real conversation.

Step 1
Let's Sit Down and Talk

We'll have an honest conversation about your financial life — where you are, where you want to be, and what's on your mind.

Step 2
Step 2: Let's Build a Plan That Fits

Our team will put together a strategy based on your actual life and goals — not a template pulled off a shelf.

Step 3
Step 3: Let's Stay in Touch

Life changes, and your plan should too. We'll check in regularly and make adjustments to keep things on track.

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Our Resources
Recent Highlights

We share articles and insights to help you think about money and life in new ways. Take a look at what's been on our minds lately.

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The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.
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Emergency Fund Calculator

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.
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Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Us

Whether you have a specific question or just want to see what working together could look like, we're happy to chat. No strings attached.

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