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Our History
Our Process
Our Values
Our Resources

Welcome to Linda Corujo Retirement Center

Shrewd financial advice and savvy wealth strategies are just the beginning.

OUR PHILOSOPHY

is that a professional and personal approach to customer service will help enrich and preserve the wealth and personal lives of our clients and their families, to the point where they become financially savvy and independent.

Meet Our Team

A century of combined experience working for you.

Helpful Content

Curated content for a more financially savvy you.

PRODUCTS &
SERVICES

Our professionals, through Lincoln Financial Securities, are dedicated to providing comprehensive financial planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of the clients goals and objectives. We proceed only when we are convinced that the recommended actions or products are suitable as a long-term solution.

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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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