Financial Planning Strategies offered through Lincoln Financial Securities Corporation

Reaching financial independence is a goal that many investors strive to achieve. Financial goals vary widely among investors; some want to be able to retire early, others want to be able to send their children to an Ivy League school or to leave a legacy through charitable donations.

Regardless of financial goals, it is important to have a well-organized strategy that is customized, considers a time horizon, and incorporates the most comfortable level of risk. By having a well thought out plan, you have a much greater chance of reaching financial goals.

Some investors try to manage their financial goals without the help of a professional, but find it difficult to keep up with the constant change and the myriad of available potential investment vehicles, while also keeping within their risk tolerance and time frame.

At A Glance

- Retirement Planning
- Business Continuation
- Education Planning
- Life Insurance

Services offered though Lincoln Financial Securities Corporation:
- Estate Planning *
- Advisory Services *
- Financial Planning *

Financial Resources



Omni Source

Contact Information

RFS Financial Services
5214 68th Street, Suite 100
Lubbock, Texas 79424

Phone: 806-798-0045
Toll Free: 800-499-7938
Fax: 806-798-0335

*Investments offered through representatives of Lincoln Financial Securities Corporation. Member SIPC to residents of AL, AZ, CA, CO, FL, IA, MO, NJ, NM, OK, TX and VA. Advisory services offered through representatives of Lincoln Financial Securities Corporation to residents of TX. Branch Office: 5214 68th Street, Suite 100, Lubbock, TX 79424, (806) 798-0045. Lincoln Financial Securities Corporation and RFS Financial Services are not affiliated.
www.finra.org - www.sipc.org



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