The Path To The Five Great Financial Goals of Life

Hire a financial advisor who:


takes the time to understand you and your goals.

... learns your objectives, time horizon and risk tolerance. 

offers innovative strategies tailored to  your individual needs. 

... has the training, time and technological resources to create greater overall wealth and protection for you and your heirs.  
... may help you increase your investment results (twelve year study by Dalbar, Inc. showed investors who used an adviser outperformed those who didn't by 16%).
... can be objective and will hold you accountable to your goals. 


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.

© 2011 Tara Financial Group