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Ami F

Series 63, Series 65

Boynton Beach, FL

Lincoln Investment

Ami Friedman is a financial advisor with Lincoln Investment in Boynton Beach, FL, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation. Outside of her advisory role, Friedman participates as an unofficial lector for the Chabad Lubavitch of Greater Boynton Beach, reading from the Bible during services. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team. The firm combines advisor-led consulting with model portfolios and third-party managers, functioning as a fiduciary in ERISA/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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