Lashner Financial Group
Planning and Process
At Lashner Financial Group, we work with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives.
Client-Focused Planning Process
We implement a process around key beliefs to help clients develop and implement an investment plan. We believe that by following this process, together we can:
- Evaluate the level of risk in your current program
- Determine whether any changes could help improve your financial situation
- Implement changes as needed
- Help keep you on track to reach your goals
Step 1—Discovery:
We start with a detailed interview process to better understand who you are, what’s important to you and how to best identify and prioritize your goals and eliminate your pain points.
Step 2—Analysis and Development:
We take what we learn in Discovery and see your world through our professional eyes. We put together a personalized plan designed to help you grow wealth and increase your peace of mind about the future.
Step 3—Decision-making and Implementation:
Building on Steps 1 and 2, we select an investment strategy that aligns with your immediate needs, long-term financial goals, and risk tolerance.
Step 4—Staying on Track:
We believe in building a lifetime relationship with clients and we do that by building a personalized client experience. We want clients to be comfortable to call us at any time, but we also know they live busy lives. Working to their desired schedule, we create a regular follow-up plan to discuss where their needs currently are, and what has changed, is changing or soon to change.
Certain Investments Adviser Representatives with Primerica Advisors may offer financial planning services through Advicent’s Naviplan. Any information provided by Advicent’s Naviplan is for informational and illustrative purposes only, and in no way should be construed as a specific product recommendation or endorsement by Primerica, Inc. or any of its affiliates or subsidiaries, including PFS Investments Inc. Advicent and Primerica are not affiliated companies.
Client-Focused Planning Process
We implement a process around key beliefs to help clients develop and implement an investment plan. We believe that by following this process, together we can:
- Evaluate the level of risk in your current program
- Determine whether any changes could help improve your financial situation
- Implement changes as needed
- Help keep you on track to reach your goals
Step 1—Discovery:
We start with a detailed interview process to better understand who you are, what’s important to you and how to best identify and prioritize your goals and eliminate your pain points. .
Step 2—Analysis and Development:
We take what we learn in Discovery and see your world through our professional eyes. We put together a personalized plan designed to help you grow wealth and increase your peace of mind about the future.
Step 3—Decision-making and Implementation:
Building on Steps 1 and 2, we select an investment strategy that aligns with your immediate needs, long-term financial goals, and risk tolerance.
Step 4—Staying on Track:
We believe in building a lifetime relationship with clients and we do that by building a personalized client experience. We want clients to be comfortable to call us at any time, but we also know they live busy lives. Working to their desired schedule, we create a regular follow-up plan to discuss where their needs currently are, and what has changed, is changing or soon to change.
Certain Investments Adviser Representatives with Primerica Advisors may offer financial planning services through Advicent’s Naviplan. Any information provided by Advicent’s Naviplan is for informational and illustrative purposes only, and in no way should be construed as a specific product recommendation or endorsement by Primerica, Inc. or any of its affiliates or subsidiaries, including PFS Investments Inc. Advicent and Primerica are not affiliated companies.
OUR APPROACH TO INVESTMENT SELECTION
Focused on Your Lifecycle Needs
At Lashner Financial Group, we work with you to determine the method of investing most appropriate to meet your goals based on your unique circumstances and personal objectives. We have the tools to assist you throughout each stage of your “investing lifecycle.”
At Lashner Financial Group, we choose from carefully selected solutions to help you meet the needs of your investment plan as you move through the investing lifecycle.
By working with your advisor, you will be able to identify the investment options that most align with your personal goals, time horizon, risk tolerance, and investing preferences. You can always adjust your investment plan and accommodate changing needs.
Professional Asset Management
At Lashner Financial Group, we offer professionally managed investment strategies through managed accounts. Lashner Financial Group selected Primerica Advisors as their advisory firm. Primerica Advisors has chosen asset managers based on their demonstrated ability to develop and manage investments that can assist clients in meeting their accumulation, preservation, and distribution goals.
Primerica identifies professional asset managers based on:
- Organizational structure and credentials of the people focused on managing the assets
- Asset manager’s defined philosophy and process
- Asset manager’s ability to deliver repeatable, consistent performance
Asset Allocation and Investment Model Offerings
At Lashner Financial Group, we believe a well-designed and executed asset allocation is a key component to helping you achieve your long-term goals.
Asset allocation might be beneficial in achieving the appropriate balance or “risk and return” objectives. It is important to consider spreading your assets across different asset classes, sectors and market themes.
Your advisor will work with you to determine which investment options are appropriate to be part of your asset allocation goals. Your allocation goals may differ depending on your need for growth, income generation, preservation, or income distribution.
Simplicity
At Lashner Financial Group, we believe that simplicity and ease of review of assets is important in helping you track your progress.
We make it simple for you to monitor, manage and make changes to your account when necessary.
Performance reports provide clear and concise information about your investments. These reports give you and your Primerica advisor the opportunity to review your account holdings and determine whether your investments continue to reflect your needs.
Learn More About Us
Contact Us Today
Address
842 Durham Road, Ste 300
Wrightstown, PA 18940
Phone
215-364-7610 Office
267-784-4420 Mobile
The individuals identified as Lashner Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by PFS Investments under the name Primerica Advisors. For additional information about the program, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
Lashner Office:
267-784-4420 Mobile
Wrightstown, PA 18940
