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OUR SERVICES

There are points in time, and recently moments in history when we take stock of all that we have worked for and achieved over the course of our lifetimes. You recount what you have done well, how secure you feel in the decisions that you have made, and then you consider the opportunities that exist from this point forward. 

Whatever the motivation or context of your moment, there is an aspect of this experience that causes you to consider your financial independence and whether your future will be well funded and on your terms.

Our customized financial services are designed to assist you in these moments, because in our professional opinion true financial solutions are anything but standard. We strive to deliver the extraordinary experience of financial exploration that will push you to reach beyond the obvious and uncover the challenges you and your family truly face. We are your reality check and strive to empower you to take actions that can change your future.



 
 
 Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-1433811-030216

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time. 

Insurance: AL, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WA, WV AND WY

Securities: AK, AZ, CA, CO, CT, DE, DC, FL, GA, IA, ID, IL, IN, KY, LA, ME, MA, MD, MI, MN, NV, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, WA, WV AND WY

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.lfg.com

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm. 

 


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