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Margaret Lyle

Margaret Lyle

Branch Administrator, Financial Advisor

"My goal is to help you meet your retirement and investment goals."

Margaret understands the important role a financial representative plays in helping individuals and families achieve their life goals. As your professional partner, she can provide:

  • Retirement
    • 403(b) Retirement Plans
    • 401(k), SIMPLE IRA, SEP IRA
    • 457 Retirement Plans
    • Roth IRA, Traditional IRA
    • TRS Counseling
  • Education
    • 529 College Savings Plan
    • Coverdell Education Savings Account
  • Insurance
    • Life
    • Disability
    • Long-Term Care

Margaret can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short- and long-term financial goals. She will work one-on-one with you to understand your current financial situation and your financial goals. Margaret will then design and help you implement a financial plan that is customized to your needs.

Financial Planning Services

Financial Planning is the process of wisely managing finances to help clients achieve their dreams and goals while, at the same time, helping them negotiate the financial barriers that inevitably arise in every stage of life. The process includes assessing the client's current financial situation, setting goals, developing a personalized plan to help meet those goals, and, once the plan is implemented, monitoring its progress. As a financial professional, Margaret can help clients make decisions to keep their plan on track and help maximize their financial resources throughout their lifetime.

*Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC Dearborn & Creggs, and the above firms are independent, and non-affiliated.

**There is no assurance that a diversified portfolio will produce better returns than an undiversified portfolio, nor does diversification assure against market loss.