We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities and advisory services are offered through registered representatives of Lincoln Financial Securities Corp., Member SIPC.. Securities offered to residents of CA, FL, GA, IL, & NH. Advisory services offered to residents of GA. Branch Office address: 1132 Astoria Lane, Peachtree City, GA 30269. LFS-4424043-030122
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See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available https://www.lfg.com/public/lincolnfinancialsecurities/clientinformation/overview/disclosure 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"https://www.lfg.com/public/lincolnfinancialsecurities/clientinformation/overview/disclosure here.
Lincoln Financial Securities and Maximum Benefit Strategies are not affiliated and neither provide tax or legal advice.
Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Lincoln Financial Securities and Maximum Benefit Strategies are not affiliated and neither provide tax or legal advice.
Insurance offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.