At Lindamood Financial Group, our promise is simple: we put people before portfolios. 
Lindamood Financial Group was built to serve the Lebanon community with thoughtful, relationship-driven financial planning. We work with people who value straightforward advice and a team that truly listens. From retirement planning to protecting your legacy, our approach is always personal and intentional. Our goal is to help you feel confident about the decisions you are making today and tomorrow.
Can Lindamood Financial Group help Lebanon families who are still planning for the future? Yes, we work with individuals and families in Lebanon at every stage of life, from building wealth to preparing for retirement.
Will my financial plan in Lebanon change as my life changes? Yes, we regularly review and adjust plans to reflect changes in work, family, health, and priorities.
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.
Disclosures | Form CRS | Serving clients across Greeneville, TN & the surrounding Greene County area and Lebanon, VA & Southwest Virginia communities.
All Rights Reserved | Lindamood Financial Group | Privacy Policy