Financial Advising



Let our financial advisor help you design a plan for your money to help you reach your goals. Whether the goal is retirement, education, a new home, or an epic trip, our financial advisor can help. Boston financial advising tax preparation



Our advisor provides life insurance, annuities and long term care to help round out your financial needs and help protect your family from unforeseen events.

Free Consultation


The first step to success is successful planning. A free consulation with an investment professional could be all you need to get started.

Investment advice provided by Jo-Ann Spera, a Financial Advisor with Lincoln Investment Planning, LLC. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.,,, Jo-Ann Spera and the above firms are independent, and non-affiliated. Tax or legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. This site has been prepared solely for information purposes 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 this site. 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. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.