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!


 

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-2636739-071019
© 2011 Tara Financial Group