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Trevor M

Series 66

Warren, NJ

Lincoln Investment

Trevor Musum is a financial advisor with Lincoln Investment based in Warren, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Lincoln Investment in 2023, he worked with S.A.F.E. Benefits Consulting Group and has experience in various roles including at Florida State University and Adelphia Wine Market. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers, with a focus on tailored, advisor-led client solutions.

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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Hyunjin H

Series 66

Warren, NJ

Lincoln Investment

Hyunjin Hong is a financial advisor with Lincoln Investment in Warren, NJ, holding a Series 66 designation and eight years of industry experience. He has worked at Lincoln Investment since 2017 and is also involved with SAFE Benefits Consulting Group, where he manages daily branch operations. In addition, Hong is an insurance agent with CAPITAS, placing and servicing life insurance for clients. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, utilizing model portfolios and both advisory- and firm-managed strategies.

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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