"Helping People Make Smart Choices about Life and Money Since 1986"

Our Investment Philosophy

​We believe in an investment philosophy designed to seek investment participation in rising markets and to seek protection for assets in declining markets.

In reviewing investment strategies and concepts, our practice identifies and utilizes three approaches. The first and most common is the "buy and hold” Yet, beyond this, we introduce our clients to two very distinct types of professional asset allocation: “strategic asset allocation” and “tactical asset allocation.”

We view these three totally different yet highly disciplined strategies as different types of “arrows in your quiver.” It’s diversification that reaches a more sophisticated level than that which the typical investor employs.

To take advantage of these tools, we help our clients engage the services of independent third party money managers (Registered Investment Advisers). “As little sleep as you may lose over your accounts now, you can lose even less knowing that a professional money management firm has been assigned to your accounts,” says Neal. We believe that involving professional money managers aligns client accounts with well-reasoned and highly disciplined specialized planning and investment knowledge.

We also believe in supporting our clients and their families in maintaining a balanced lifestyle. That's where Financial LIFE (Qualitative) Planning - Click Here comes into play. We have been known to help young clients develop spending plans, explaining “tough love” ideas to struggling parents, and to discuss health/personal responsibility issues with our clients. This personal commitment to helping you and your family reach your financial goals with an array of sound investment strategies is what distinguishes our practice.

Asset allocation or diversification do not guarantee a profit or protect against a loss.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

The Legacy Planning Group, and Lincoln Investment Planning, LLC. are independent and not affiliated. 

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.


Branch Office:
4722 Star Ridge Lane
Frisco, TX 75034

IMPORTANT: Electronic mail sent through the Internet is not secure. We, therefore, recommend that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery and timely delivery of electronic mail is not assured. We, therefore, do not accept time-sensitive or action-oriented messages to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.

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