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Investment & Financial Planning Services

Financial planning for businesses involves much more than managing cash or investments.

  • Does your business have a succession or deferred compensation plan in place?
  • Are your Employee Benefit Programs meeting your needs?
  • Are you insured for the right level of risk?

Don’t know where to begin? Let the Lowell Five Banking team and Lincoln Investment* help you.

You can start with a financial wellness check from KAF Wealth Management, LLC.* Their experienced financial planners can advise you on business transition planning, retirement plans for yourself and your employees, insurance, investment strategies and more. KAF can also review your estate plan.

KAF Wealth Management specialize in Investment Management and Financial Planning. They are devoted to building trust with their clients over the long-term. Investing goes beyond just buying or selling stocks. The KAF team will look beyond a cursory short-term view to develop a solid long-term financial plan to suit the unique needs of you and your business.

Lowell Five reviews all requests to ensure the right fit. Then your KAF Advisor will meet with you at a Lowell Five Branch or at our Corporate Headquarters in Tewksbury for your convenience.

Your KAF and Lowell Five Advisor will listen and plan first to build long-term stability for you and business.

Solutions for Business

  • Investment management services
  • Financial modeling
  • Corporate cash management
  • Retirement plan services for 401(k)s, SIMPLE IRA’s, and more
  • Comprehensive estate planning reviews
  • Business succession planning, including buyout agreement reviews
  • Employer-sponsored 529 plans and benefits

*Check the background of these financial professionals on FINRA’s Broker Check.

The products offered: (i) are not FDIC insured; (ii) not deposits or obligations of Lowell Five Bank or its affiliates; (iii) not guaranteed by Lowell Five Bank or its affiliates; (iv) not insured by any federal government agency; (v) may go down in value.

Lincoln Investment and Lowell Five Bank are not affiliated. Advisory services offered through Capital Analysts and Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA and SIPC. KAF Wealth Management, LLC are independent and non-affiliated. Legal services associated with estate planning, tax or social security advice are not offered through, nor supervised by, The Lincoln Investment Companies. 2/18

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving our website and assume total responsibility for your use of the sites you are visiting. We make no representation as to the completeness or accuracy of information provided at these sites, nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.

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