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Our mission is to help you improve your quality of life through financial preparedness. We offer a wide variety of products and services to help you solve today’s personal and business financial problems and to prepare for the future. Independent, objective and unbiased advice is the staple of all our recommendations.
Our professionals specialize in investment advice, charitable giving strategies and insurances. Our strength is the commitment to work as a team with your professionals from the legal, accounting and philanthropic disciplines.
Investments
You will be served by an experienced team of professionals who
are registered with Lincoln Financial Securiites to design investment
recommendations to pursue your specific goals.
Your team of professionals includes:
The professionals of Donahue Financial Management Group
After discussing your personal financial situation, we will work with your team of professionals
to help educate you and create your investment strategies basd on your goals. We will
help define your investment objectives and risk tolerance and then with your permission, will
discuss appropriate information with your other professionals to design a strategy for the
future you envision.
As your advisor, we will meet with you to discuss your investment strategy as well as assist you
in pursuing your asset and cash flow needs. We will also be available to communicate with
you on an ongoing basis regarding the investment process and your goals. When your
investment objectives and personal circumstances change, we will meet with you and review
your current investment objectives to determine if changes are necessary in order to continue
in the pursuit of the future you envision.
Asset Managers
As your Financial Advisor through Lincoln Financial Securities we have access to asset
managers who focus on day-to-day investment decisions and are responsible for selecting a
portfolio of securities based on their specific investment discipline. They strive to add value by
generating returns appropriate to their style of investing.
Your investment team will work with you to identify
your investment goals and objectives, structure appropriate solutions
and guide you toward pursuing your goals.
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Charitable Giving
You will be served by an experienced team of professionals who
have designed and implemented charitable recommendations to
meet donor specific goals for Big East, Big Ten and other leading
Universities throughout the country. In most cases we have worked
directly with planned giving departments and currently serve some
Universities as a proxy for gift recommendations.
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Insurances
You will be served by an experienced team of professionals who
have designed and implemented insurance programs of all types. We work
with many fine insurance companies to provide what we believe to be the most
competitive products to suit your needs.
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