Sam Lechleiter

Samuel D. Lechleiter, Principal

 

-Mission Statement-
I am a financial professional. Through my actions, I earn the trust of my clients, customers and team members. I am focused on meeting my client's needs and keeping my customers for life. I believe continuous learning improves my contribution. My work creates an opportunity for me by creating value for my clients.

-Method of Operation-   

I began working in the Financial Services Business:  October 1978

2nd Most important asset: Experience in matching the expectations of my client
        to the product offerings of insurance & fund companies.
                                                                                                                                                                      
-The Process-
    
*
We start out with a fact finding interview to establish your objectives, dreams, hopes, priorities.
    Realize - Challenges We CANNOT Control.    
      1) Market Volatility - daily up and down market swings.
      2) Economy - interest rates, inflation, tax rates, government policy.
      3) Noise - 24/7 bombardment of information, news, hot tips, talking heads, there is no off switch.

* We then establish a timetable to achieve your goals.  
    Discover - Challenges We CAN Control.
      1) Personal Beliefs - Social values, religious parameters, firearms, tobacco. 
      2) Emotions - Optimism, thrill, greed, denial, fear, anxiety, panic, capitulation, optimism. ( cycle of investor emotion ) 
      3) Decisions - How much and when to invest, risk vs.reward, retirement date.
                                   
            When is the best time to plant a tree? . . . Yesterday 


* I research the marketplace to bring the competition to bear.
    Mitigate - The things we CANNOT Control
       1) Disciplined portfolio construction, risk control features, tax-lot preference.
       2) Manage risk using investment processes, dollar cost averaging, rebalancing, inflation protection, tax harvesting.
       3) Concentrate on long term results, professional personalized advice, sound recommendations.   

*   Recommendations - Precise, clearly stated, objective
     Focus - The things we CAN Control. 
 
       1) Manage personal expectations - communicate / continuing education.  
       2) Goal oriented success rather than competing with arbitrary benchmarks.
       3) Expectations dictate our experience, so you must understand what you own.
                                 

-Member IMSA- (Insurance Marketplace Standards Assn.)

-Conduct business according to high standards of honesty and fairness to my consumer.

-Provide competent and customer-focused sales and services .

-Engage in active and fair competition.

-Provide advertising and sales materials that are clear as to the purpose, honest and fair as to content.      

-Expeditiously handle customer complaints and disputes.

-Maintain a system of supervision and review to achieve compliance with IMSA standards.

-Team Effort-
Lincoln Financial Securities Corporation as Broker Dealer houses advance market consultants, attorneys, & CPA's to help navigate the myriad of potential solutions that the individual process requires.


-Greatest asset-
Trust


-Personal Information & Community Involvement-
I have lived in the Nashville-Franklin area all my 59 years. My wife Sidney was a nurse for 36 years and has recently retired from nursing to join me as an associate. We have a son named Gabe who has recently graduated from the University of Tennessee, and now works at Vanderbilt's Monroe Carell Children's Hospital.  

Several of the community activities in which I participate are
:

Boy Scouts of America - Arrow of Light, Eagle, Order of the Arrow, Den Leader, Webelos Leader, Cubmaster, Woodbadge MT-30, Scoutmaster, Committee Chairman.      (1976-present)


Middle TN Tennis League-Since 1980

St. Augustine's Chapel (Vanderbilt University)

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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Samuel D. Lechleiter is an Investment Advisor Representative offering securities and advisory services through Lincoln Financial Securities Corporation.  Member FINRA/SIPC. Financial-Profiles is not affiliated with Financial Profiles Inc. a California company. Securities offered to residents of Florida, Indiana, Kentucky, Ohio, Pennsylvania, Michigan, Colorado, Nevada, Virginia, West Virginia, Tennessee.                                     LFS-1150712031715