At Lindamood Financial Group, our promise is simple: we put people before portfolios. 
At Lindamood Financial Group, we help individuals and families in Greeneville plan with clarity and confidence. Our team takes time to understand your goals, your concerns, and what financial security looks like for you. Whether you are preparing for retirement or managing long-term investments, we focus on strategies that support real life, not just numbers. Our advisors are here to provide steady guidance through every stage of your financial journey.
Do you work with retirees in Greeneville who are unsure when they can stop working? Yes, we help evaluate income sources, expenses, and goals to determine when retirement makes sense for your situation.
Can you help Greeneville clients coordinate retirement, investments, and taxes together? Yes, we build integrated financial plans so each part of your finances works together toward the same goals.
Lindamood Financial Group and Concurrent may utilize third-party Websites, including social media Websites, blogs and other interactive content. Lindamood Financial Group and Concurrent consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Lindamood Financial Group and Concurrent retain copies of information that Lindamood Financial Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Concurrent and/or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Lindamood Financial Group Advisory Persons after entering into an advisory agreement and providing all requested background and account information. If you have any questions regarding our policies, please contact the Concurrent Compliance Department at compliance@poweredbyconcurrent.com.
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Lindamood Financial Group are not affiliated companies.
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