Investments

Investments and advisory services are offered through representatives of Lincoln Financial Securities.

Our Goal

In our opinion, when we help our clients estabish clearly defined long term goals, the process of investing and wealth accumulation becomes easier to understand and measure.  Before investing, an Investment Policy Statement is created and developed to establish the roadmap.

Many factors are considered before investing.  Below are some examples: 

  • Time Horizon 
  • Tax Efficiency 
  • Volatility 
  • Diversification 
  • Financial Independence Goals 
  • Legacy

 

An example of areas where we can invest and diversifiy our clients are: 

  • Alternative Investments 
  • Bonds 
  • Insurance Companies 
  • Stocks 
  • Real Estate 
  • CD's

 

The Investment Policy must be reviewed at least annually, or as the client's need dictates.  By reviewing and repeating the process we can help minimize mistakes by selling investments at the wrong time; it helps keep emotions out of important decision making.