Financial Planning

Lipscomb Investment Group LLC will assist you in developing a financial plan that addresses your financial needs and goals. Today’s lifestyles present many challenges that compete for your time and your resources. Whether you are in the accumulation phase of your life or the distribution phase it is important to understand the options available to you to maximize your resources.


As an investment advisor we strive to:

  • Put your interests first
  • Understand your specific financial situation
  • Offer straightforward advice that reflects your long-term goals


Saving for college, deciding on the right retirement plan, buying a second home, reducing taxes, or taking care of a loved one are just some of the complicated decisions that challenge today’s families. Lipscomb Investment Group LLC will work with you, knowledgeable attorneys, CPA’s and insurance groups, to develop and monitor a plan that focuses on your unique, individual needs.