Our Process

  1. Initial Interview: Q & A with one of our qualified Financial Planners.

A.) What's Driving You? 
B.)  What Most Financial Planners Don't Tell You! 


  1. Completion By You in Entirety of Our Confidential Financial Questionnaire
  2. Present Plan

    A.) Your Current Financial Snapshot
    B.)  This is Where You are Going 

  3. Ideal Plan

    A.) This is What is Possible!
    B.)  More Wealth, More Protection Benefits, More Certainty!

  4. Implementation:  Make it Come True!


 

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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.

© 2011 Tara Financial Group