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Kennon B

CFP®, ChFC®, Series 63

Anchorage, AK

Lincoln Investment

Kennon Belisle is a financial advisor with Lincoln Investment, holding CFP® and ChFC® designations and over 34 years of industry experience. His prior experience includes more than three decades at Horace Mann Investors Inc. He is also president of Capital Wealth Management, Inc., where he places life insurance for clients. Outside of his advisory work, Belisle performs bookkeeping for a local birth center owned by his wife. Lincoln Investment Planning, LLC is an enterprise-level investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team, with a focus on tailored allocations and fiduciary retirement advice.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired
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