Lindamood Financial Group was born from the deep-rooted desire to offer its clients a distinctively comprehensive experience through dedication and intentionality. Simply being exceptional at helping people manage their wealth isn’t enough for our team. It’s about being purposeful in the way we help you reach your financial goals and assist you in making your dreams become reality - no matter what they might be.
There are an overwhelming number of choices when it comes to selecting someone to help you plan your future, but we are confident that you will not find a group of people more dedicated to YOU than our team! We strive to maintain a personalized relationship with all of our clients, and serve you just like we do our own friends and family. It’s our desire that you feel “at home” with us and can rest easy knowing you’re truly being cared for.
Whether you’re looking to manage your retirement investments, begin a new blueprint to plan for your future, or anywhere in between - we are here to offer advice and direction to help you get where you want to go. Our personalized approach to financial planning focuses on your unique dreams, goals and plans to tailor a road-map that leads you to your ideal destination.
Our desire is to cultivate a long-term relationship where we work alongside you to assist you in attaining your goals, living your life to its fullest and constructing a legacy that outlives you! Many people ask what our main goal is, and that’s a simple one: YOU! You are the reason we do what we do. Our driving force is being able to know we have genuinely helped those we serve, not just financially, but in a way that enriches their lives - and the lives of those they care the most about. You are far more than a client to us, you’re part of our family!
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.