About

If What You Have Been Doing Hasn't Been Working . . .

Imagine . . .

The difference in your life from a financial strategy based on what is truly and sincerely important to you and your family,

What your life would be like if your investments and insurance worked in harmony to help you address your needs and achieve your desires, and

How much more confidence you would have in your future with an investment strategy that stands up in good times and bad.

Yesterday's thinking does not work in today's turbulent economic climate.

Discover thinking for now and your future by taking a few minutes to watch the interactive "Sailing and Rowing" video. It describes our approach to preserving the assets you have along with the potential for achieving growth through uncertain markets.

sailing and rowing video link

 

Five Key Principles For Navigating 
Through Calm or Choppy Economic Waters

Principle #1 - Attending to each client as a unique individual and planning around his or her investment experiences, special qualities, and deep desires.

Principle #2 - Planning for change both as personal situations change and also as the economic climate changes.

Principle #3 - Calling on the strategies and tactics that can help clients glide through calm waters and, when appropriate – strategic financial planning strategies that help them steer through churning economic seas.

Principle #4 - For financial stability drawing on multiple approaches to asset allocation because no one approach suits all situations.

Principle #5 - Not letting emotions get in the way of interpreting advice.

 

Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member FINRA SIPC to residents of FL, MD, MI, NC, NY, PA, SC and VA. Advisory services offered through representatives of Lincoln Financial Securities Corporation to residents of NC and VA. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Some life insurance and annuity policies involve exclusions or limitations. For costs and complete details of coverage, contact your agent. Lincoln Financial Securities Corporation is not affiliated with Gentry Financial Services.

LFS-793888-010914 

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