Check the background of this financial professional on FINRA's BrokerCheck.

Investment Planning 

Our services in this area include, but are not limited to:

At Academy Financial, we begin the investment planning process with a discussion that focuses on our client’s needs and goals. Once we’ve identified the correct balance between the client’s willingness and ability to take on investment risks as well as income needs we then set risk and return objectives.  As part of this process we also consider investment constraints such as time horizon, liquidity, taxes, legal or regulatory issues, and last but not least, what makes each client’s situation unique.  We complete the investment evaluation process with a comprehensive review of the current portfolio to provide an assessment of the allocation, coordination and efficiency. 

Envision

  • Identify an overall Strategic Asset Allocation
  • Analyze and design a portfolio model
  • Compare and contrast asset location strategies for tax purposes
  • Discuss timely investment opportunities
Execute
  • Implement an efficient transition from the current portfolio to the new target
  • Frequent reviews, due diligence and reporting
  • Tax loss harvesting
  • Reassess risks and objectives as your situation changes
 


 
 
 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. 

 


Check the background of this financial professional on FINRA's BrokerCheck.