You deserve to live your life to the fullest. The Lineage Group specializes in understanding your goals and delivering a financial plan that is designed to achieve your specific objectives. It is crucial that you find a team that provides clear and consistent advice and is the right fit for you. We take the steps listed below to ensure that we create a smart, sound and sensible financial plan that works for you:
Understand
Our primary business objective is to provide great financial services, but those services are only valuable if they are delivered to you with your best interests in mind. We work hard to understand your needs by listening to your goals as well as your concerns. Our conversations are tailored around your comfort level as we uncover how to create the right plan for you.
Educate
We take an educational approach to financial planning and walk you through the pros and cons of each option to show you why we recommend a certain path. We pride ourselves on explaining complex issues in a way that is easy to understand, and never rush you in your decision making process. We want to show you how our thought process and methodology leads to a solution that we can all feel good about.
Design
We work in an open financial landscape as not to limit your solution and to avoid conflicts of interest. Our decades of experience and constant analysis of the market combine to develop a plan that works for your unique needs in your specific stage of life. We are transparent in what risk and cost are involved when creating the right financial path and we will have multiple in-person meetings to make sure we tend to your questions and concerns.
Manage
What good is a great strategy if it isn’t executed properly? Your life doesn’t always follow a linear path, and your financial plan needs to be able to grow with you and with the changing financial landscape. Our dedicated and responsive team only includes senior level advisors to help make sure that your financial plan is always on the right track.