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There are many facets of your finances that you must address, from budgeting and retirement, to insurance and investing.   We offer both simple and comprehensive solutions to your financial needs. We listen to you and find out what is important to you. Your needs drive us to create a customized solution designed to help you accomplish your goals. Our unbiased service to you makes a difference.

We offer:

Through professionals of Lincoln Financial Securities:

  • Investment Advice
  • Retirement Planning Strategies
  • Income Planning Strategies
  • Wealth Management
  • Estate Planning Strategies
  • Asset Allocation

Through professionals of Provident Financial Group of the Carolinas

  • Life Transition Planning
    • Loss of spouse or family member
    • Divorce
    • Women in transition
    • Caring for aging parents
    • Job transition
    • Small Business
  • Beneficiary Review

Just imagine a complete strategy, where tax considerations, financial and estate planning needs are addressed in a customized binder – integrating comprehensive aspects of your financial future.  Our comprehensive and coordinated approach helps ensure your strategy is designed and developed using a holistic view.  We have found some financial services professionals focus on product.  Our experience shows that our clients’ needs are best met by focusing on processes and, most importantly, people.

*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.  Representatives of Lincoln Financial Securities and Provident Financial Group of the Carolinas do not offer tax or legal advise.  Please see your personal professionals regarding your individual situation.