Best in Class Advisors
Top 100 RIA Firm
30 Years in Business
4th Fastest Growing RIA
Assets Under Management4
9th in AUM Growth
Best Places to Work
About Our Lincoln Location
At Allworth Financial, helping you reach your financial goals is our top priority. With offices throughout Northern California and the Sacramento region, you have your choice of convenient locations where you can meet with one of experienced, fiduciary advisors for straightforward financial, investment, and retirement planning, advice, and education.
For 30 years, Allworth Financial has been helping people retire better. Want to learn more about our client-first philosophy? Listen to Money Matters. Available via podcast 24/7, or weekends on NewsRadio KFBK, our founders, Scott Hanson and Pat McClain, answer questions from callers and discuss topics related to investing, saving, retirement planning, and more. Money Matters is one of the longest-running financial programs in the country.
Located near the corner of Del Webb Blvd and Sun City Lane, the team at our Lincoln office works with you to provide guidance on:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
3 financial habits to embrace in 2023
Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.
Yes, the SECURE 2.0 Act is a big deal
Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.
SECURE Act 2.0 – What Employers Need to Know
The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.