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Welcome to 
The Linder Group

"The four most dangerous words in investing are: 'this time it's different.'"
~ Sir John Templeton

Retirement

We create strategies that are tailored to your needs and goals.

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Investment

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement.

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Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products.  We'll get back to you quickly with a thoughtful answer.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."