The Lineage Group is a group of financial advisors that provides strategies for individuals, families and businesses. Our independence allows us to deliver recommendations without a conflict of interest, and design diversified plans built to withstand economic cycles. Some financial advisors are limited to a predetermined menu of products, but we have an extensive suite of investments available to us so we can always have your best interests in mind.
An investment strategy for an individual or a family should be as unique as they are. There is no one-size-fits-all strategy that works across the board. The Lineage Group prides itself on developing customized strategies regardless of your stage of life and investable assets.
Read MoreRunning a business is hard work. There is a constant need to balance all facets of the business to ensure they are healthy and working towards a common goal. Whether it is sales, marketing, payroll, insurance, or making sure the vending machine is refilled, the core of your success is in developing a financial strategy that allows everything to run together smoothly.
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