Academy Financial, Inc.
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Academy Financial, Inc.

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Investor's Corner

2020 2nd Quarter Review

July 2020 Rebalance and Reallocation

Market Volatility May 2020

2020 1st Quarter Review

February 2020 Rebalance and Reallocation

2019 Year in Review

2019 3rd Quarter Review

July 2019 Rebalance and Reallocation

2019 2nd Quarter Review

2019 1st Quarter Review

February Rebalance and Reallocation

2018 Year In Review

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We are licensed in the following states.  If you are a legal resident of one of these states, please proceed.  We are sorry if we are unable to offer you our services at this time. 

Securities:  AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, and WV

Insurance:  AL, AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, VA, WA, and WV

Registered associates of Academy Financial, Inc. are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corporation, a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial, Inc. is not an affiliate of Lincoln Financial Advisors Corp.  CRN-2184844-071918

Harry Horn CA Insurance License #OB05665

Jonathan Parks CA Insurance License #OK25938

It is not our position to offer legal or tax advice. The information on this site is informational and educational.  We encourage you to consult with a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstance.  

Academy Financial Benefit Services, LLC is a separate entity and is not affiliated with Lincoln Financial Advisors Corp. 

Unless otherwise identified, associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

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