Welcome

From the outset,Academy Financial, Inc. has been a client centered firm. Through our financial planning process we evaluate all aspects of a client's financail life. Our services include Financial and Retirement Planning, Investment and Risk Management Services, Life and Long Term Care Insurance, Tax and Estate Planning, as well as Business Owner Planning.

Financial Planning

At Academy Financial, Inc. our unique planning process revolves around the individual client's vision and goals. We look at the full picture and develop a personalized plan that includes cash flow analysis, investment management, retirement and estate planning needs.

Retirement Planning

At Academy Financial we are keenly aware of the significant challenges facing retirees today. Our focus is on providing detailed accurate advice on retirement income issues.

Business Owner Planning

The issues that effect business owners are often complex and unique. Our services encompass business, investment, and insurance needs. These Services include Buy or Sell Analysis and Agreements, Business Continuation Planning, Business Partner Assesments, and Life Insurance.

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.

Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Hampshire, New Jersey, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Unless otherwise identified, 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.

CRN:201201-2062901