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.

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