At SouthEast Wealth Management, our personalized service focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals in areas such as retirement planning, risk management and portfolio balance, income protection, asset protection with insurance solutions, and estate planning strategy.
Our wealth managers are truly client-centered to help you build an investment portfolio designed to meet your objectives with consideration for your risk tolerance. We know that the best way to meet our clients' needs is to spend time with them, and getting to know you helps us better prepare you to pursue your specific retirement goals.
As representatives of Lincoln Financial Securities, we provide access to an extensive range of products and services, carefully selected from among the foremost investment management organizations in the United States.
General Securities - equities, treasury securities, corporate bonds, municipal bonds, Federal agency securities, fixed income and certificates of deposit
Mutual Funds - more than 7,000 funds
Variable Annuities - over 40 issuers, offering long term, tax-advantaged investment opportunities
Variable Life Insurance - over 40 issuers, offering 100 different variable life insurance policies
Investment Advisory Services - financial planning and financial consultation services, customizable asset management service and private asset management program
Alternative Investments - a broad selection of products and services including real estate, energy, absolute return and hedging strategies for qualified investors
Unit Investment Trust - offered through and managed by some of the nation's leading firms
Security offered to residents of FL, GA, KY, ME, NC, OH, SC, TN, and WA through representatives of Lincoln Financial Securities, Member SIPC. Insurance products offered through Lincoln National Life Insurance Company and other fine companies. Advisory services are offered to residents of TN through representatives of Lincoln Financial Securities. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation and other fine companies. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation and other fine companies. Lincoln Financial Securities and their representatives do not offer legal or tax advice. Please see your personal professionals regarding your individual circumstances. LFS-1585322-090216. Lincoln Financial Securities and Lincoln National Life are not affiliated with SouthEast Wealth Management.