Micro Vs. Macro

You have aligned yourself with various micro-managers to assist with your financial decision making.  These micro-managers are possibly specialists in their particular area of expertise.  Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together.  This presents many problems because you neither have the time not the expertise in each area to evaluate the performance of your micro-managers.  Our presence enables your micro-managers to better perform their services.  In addition, our expertise in wealth preservation, distribution and conservation strategies should improve the overall performance of your plan.


 

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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.

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