Lincoln Investment and Capital Analysts Form CRS ▪ Advisory services offered through Beacon Financial Advisory, LLC or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com. FNA Wealth Management, Ltd/Beacon Financial Advisory, LLC/Buckeye Deferred Comp and the above firms are independent and non-affiliated.
Our Core Values
A big part of what makes FNA notable is our steady moral compass. Both individually and as a company, we believe that striving to live by uncompromising values is what leads to true success.
We endeavored to articulate our five core values, which we think will help give you a sense of who we are and what we stand for.
Integrity: "I won't accept anything less than the best a player's capable of doing, and he has the right to expect the best I can do for him."—Lou Holtz, former football coach and television analyst
Teamwork: "Teamwork is really a form of trust. It’s what happens when you surrender the mistaken idea that you can go it alone and realize that you won’t achieve your individual goals without the support of your colleagues."—Pat Summit, former Tennessee Women's Basketball Coach
Accountability: "The clear vision, persistence and determination to reach one’s goal is the mark of a true champion."—Phil Jackson, former Chicago Basketball Coach and 11 time National Champion
Respect: "Respect is the foundation of any successful team. Without it, individual talent is just a collection of egos, but with it, a group of individuals can create greatness together."—Vince Lombardi, former Head Coach of Green Bay Packers
Commitment: "Don’t give up, don’t ever give up."—Jim Valvano, former NC State College Men's Basketball Coach and National Champion
Finally, we can wrap it up by circling back to value number one, integrity. It truly anchors the others. To illustrate its importance, we'll draw on a quote attributed to one whom we view as a premier investment coach:
"We look for three things when we hire people. We look for intelligence, we look for initiative or energy, and we look for integrity. And if they don’t have the latter, the first two will kill you." (Warren Buffet) Enough said.
