Question 1

Is J. Lyndon Financial a fiduciary?

Accepted Answer

Yes, J. Lyndon Financial is a fiduciary financial advisor. This means we are legally and ethically obligated to act in our clients' best interests at all times when providing investment advice and financial planning services.

Question 2

What services does J. Lyndon Financial offer?

Accepted Answer

J. Lyndon Financial offers comprehensive financial planning, investment management, retirement planning (401k, IRA, Roth IRA), tax planning, estate planning, life insurance planning, long term care insurance planning, wealth management, portfolio management, and specialized advice for high net worth individuals. We manage investments in stocks, bonds, mutual funds, and 529 college savings plans.

Question 3

Where is J. Lyndon Financial located?

Accepted Answer

J. Lyndon Financial is located at 185 W. Main St. Suite F, Canton, GA 30114. We serve clients in Canton, Georgia and the surrounding areas.

Question 4

What are the qualifications of Jack Shampine?

Accepted Answer

Jack L. Shampine Jr. holds the CPFA (Certified Plan Fiduciary Advisor) designation and has 17 years of experience in financial planning and investment management. He founded J. Lyndon Financial in 2018.

Question 5

What types of retirement accounts does J. Lyndon Financial help with?

Accepted Answer

J. Lyndon Financial provides advice and management for 401(k) plans, Traditional IRAs, Roth IRAs, and other retirement accounts. We help with rollovers, contribution strategies, investment selection, and tax-efficient withdrawal planning.

Question 6

Does J. Lyndon Financial work with high net worth clients?

Accepted Answer

Yes, J. Lyndon Financial specializes in wealth management and portfolio management for high net worth individuals, offering personalized investment strategies, tax planning, and estate planning services.

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