Our Commitment

We commit....

  • That you will never find another financial adviser who will care more about you and your family or who will be more deeply committed to your personal realization of the five great financial goals of life.

  • To assist you in defining your financial goals and determining a course of action.

  • To invest your money as carefully and skillfully as we do our own.  We know that your goals for your family's future are as sacred to you as ours are to us.

  • To always tell you the truth, especially when you may not want to hear it but need to hear it.

  • That we will never tell you we can do something we cannot.  Nor will we tell you we are going to do something, and then not do it.  When you ask us a question the answer to which we don't know, we promise to say "We do not know" and then move heaven and earth to get the answer.

  • To persuade you, if necessary, to do things you may not want to do in order that you may have what you want.


 

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Securities offered through Lincoln Financial Securities Corp., Member SIPC. Advisory Services offered through Tara Financial Group, Inc.
Lincoln Financial Securities Corp. and Tara Financial Group, Inc. are not affiliated. Insurance products offered through Lincoln affiliates.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail
investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe
LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

LFS-2636739-071019
© 2011 Tara Financial Group