Our Service

  • Strategic Asset Allocation through the Selection of your personal Wealth Accumulation Portfolio
  • Monthly consolidation reports*
  • Portfolio Rebalancing
  • Quarterly Newsletter
  • Quarterly Performance Reports
  • Portfolio review as needed
  • Annual client review
  • Professional management
    "We manage the managers"
  • Fee Based Compensation
  • Client Appreciation Dinners
  • Coordination with overall Financial Planning

*Account size under $50,000 may receive quarterly reports.


 

For more information email us



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.

© 2011 Tara Financial Group