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Targeted Retirement Strategies, LLC
Lauchlin Hines, CRFA

My Process
My Process

While developing a customized financial program, I will walk you through a four step process that will help make you feel confident in your decisions. 
Fact Finding
I will ask questions to get a thorough understanding of your goals, your current and future resources and overall financial position.

Analysis
I will then analyze your exisiting plans and goals and make recommendations that may enable you to better achieve your goals.

Implementation
If my recommendations make sense to you, I will work with you to help you implement your plan  by helping you make the necessary changes and/or acquiring additional products or services as needed.

Review
Since your financial situation will change, I will work with you, having reviews as often as we agree are necessary, to make sure your plans are focused for the best possibility of achieving your long term goals.

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 *Securities and Advisory Services offered through Thurston Springer Miller Herd & Titak, Inc., (Thurston Springer) a registered Broker-Dealer (Member FINRA, SIPC) and SEC Registered Investment Adviser firm. Corporate Headquarters: 9000 Keystone Crossing, Suite 740, Indianapolis, IN 46240. (Toll free) 800-433-8049.

Lauchlin Hines is doing business as Targeted Retirement Strategies, LLC.  Lauchlin Hines and Targeted Retirement Strategies, LLC are independent of Thurston Springer.



This communication is strictly intended for individuals residing in the state(s) of KY and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


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