Our Philosophy

  • We define wealth as an income you cannot outlive and a significant inheritance for your loved ones no matter how long or short your lifetime.

  • We believe that the single greatest determining factor in the preservation of wealth is investor behavior not investment performance.

  • We believe your single greatest risk is not knowing what you are doing.

  • We believe your second greatest risk is outliving your money.

  • We believe, therefore, that true safety lies only in the potential to increase your money's purchasing power with the assistance of a qualified professional.


 

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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-6468211-031124
© 2011 Tara Financial Group