Start by downloading the Marin Health Information booklet to get a complete overview of the program and options.
To get started register online at lincolnfinancial.com/retirement. For paper enrollment, please contact one of your financial representatives using the scheduling link below.
Once your information is processed, you will receive a Welcome Letter from Lincoln Financial Advisors that will give instructions on how to set up online access to your account and how to navigate through the Lincoln Retirement portal
Click here to schedule an appointment.
Your dedicated financial representatives are always more than happy to assist with any questions you may have regarding your retirement plan. They are available to meet virtually, by phone, and occasionally on site.
Our financial planners are proud to provide personalized support and make our services available to you, wherever you may be. We look forward to working together in building a partnership to provide long-term financial guidance and improve your financial outlook.
Financial Planner
jbetter@athenawealthstrategies.com
(650) 377-4101
Account services and education are provided at no additional cost by Athena Wealth Strategies as part of your Marin Health 403(b) plan with Lincoln Financial Group. Athena Wealth Strategies also provides fee-based financial planning and individualized advice to individuals and families.
At Athena Wealth Strategies, we consider ourselves strategists and partner with our clients to turn goals into intelligent actions. We focus not only on thorough, detailed, and objective analysis to help determine the best course of action, but also on working with our clients to understand their choices and priorities so they can feel empowered rather than intimidated when it comes to their finances.
Learn more about Jeff Better and the Athena Wealth Strategies team. MarinHealth is a separate entity not affiliated with Lincoln Financial Advisors or Athena Wealth Strategies.
Important Notices & Disclosures:
Check the background of your financial professional on FINRA's BrokerCheck.
Maritza Rogers (CA Insurance License #0E50369), Jeff Better (CA Insurance License #0662313), and Julie VanTilburg (CA Insurance License #0C21028) are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Athena Wealth Strategies is a marketing name for registered representatives of Lincoln Financial Advisors. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
See Lincoln Financial Advisors Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Lincoln Financial Advisors offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Lincoln Financial Advisors Forms ADV, Part 2A, which describes Lincoln Financial Advisors investment advisory services, Regulation Best Interest Disclosure Document, which describes Lincoln Financial Advisors broker-dealer services, and other client disclosure documents can be found here.
CRN-4939001-090722
