Investment Planning offered through
Lincoln Financial Securities Corporation
Financial goals are as unique as each investor. They can vary from wanting to be able to retire early; sending a child to an Ivy League Institution; leaving a legacy through charitable donations...or simply wanting the distinct pleasure of financial independence. Regardless of the goal, it is important to have a well-defined and well-organized strategy in place that is customized according to your personal preferences and parameters. That strategy must take into consideration the essence of time, and it must incorporate a level of risk that the investor is willing to take.
By having an intelligent plan, you stand a much greater chance of reaching your financial goals.
Investment Advisory and Asset Management through Lincoln Financial Securities Corporation
Through Lincoln Financial Securities Corporation we can offer:
General Securities
Equities
Common and preferred stock
Fixed Income
Corporate Bonds
Federal Agency
Securities
Municipal Bonds
Certificates of Deposit
Mutual Funds
More than 7,000 funds, representing over 100 mutual fund families
Variable Annuities
Over 60 issuers, offering long-term, tax advantaged investing opportunities
Investment Advisory Services
Financial planning and financial consultation services, customizable asset management services, and private asset management programs
Estate Planning and Preservation
Succession Planning
Stephen D. Avery is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, Member, FINRA and SIPC . Securities offered to residents of CO, CT, FL, IA, MA, ME, NC, NH, RI, NM, PA, VT & WV. Advisory services offered to residents of MA, ME, and NH. Lennox Insurance and Financial, LLC and Lincoln Financial Securities Corporation are not affiliated. LFS-3321228-110920
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.
Some life insurance and annuity policies involve exclusions or limitations.
For costs and complete details of coverage contact your agent.
