Our Process

Initial meeting, discovery, design, recommend, implement, plan summary as parts of the wheel for Client Service


Our process is designed to help our clients successfully move from where they are in their story currently to where they would like to be.

  1. Discover your concerns and objectives

  2. Provide a clear analysis and projection of your personal and business financial information

  3. Presents strategies to help achieve your objectives and protect human capital

  4. Collaborate with your circle of advisors

  5. Implement and follow-up with your plan

Disclosure

Justin Lindahl is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0L06606), CT, FL, MD, NH, NJ, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Justin Lindahl is licensed and authorized to offer insurance in California, but LINDAHL FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

Justin Lindahl is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 15 Meigs Ave Ste 206, Madison, CT, 06443, 203-318-4679. In this regard, this communication is strictly intended for individuals residing in the states of CT, FL, NH, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

Justin Lindahl is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CT, FL, NC, NH, and NY. As such, these services are strictly intended for individuals residing in the states referenced.

LINDAHL FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither LINDAHL FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​