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| Financial Planning and Coaching | ![]() |
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Financial coaching is the next evolution to the traditional financial planning model, which has been broken for many years. The financial planning model has been tainted by the product manufacturers and media, becoming nothing more than a process to sell more products and advertising. Financial coaching brings back the educational component that was lost with the financial planning process over the years. Financial coaching teaches lifelong investment and risk management philosophies instead of focusing on product sales. We utilize eight client education workshops created by Matrix Asset Allocation:
Asset Management Jay and Brian subscribe to the philosophy that is both possible and prudent to apply the academic research of the past fifty years to better understand the process of successful investing. Wealth Management |
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Investments offered through representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AZ, DE, FL, GA, IL, IN, KY, NC, NY, TN & WA. Advisory services offered to residents of the state of Kentucky through representatives of Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation and Financial Strategies Group are not affiliated. Member FINRA. |
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© 2010 Financial Strategies Group • 13000 Equity Place, Suite 107, Louisville, KY 40223 • Ph: 502.244.4150 • Fax: 502.244.4155 |
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