Poole Financial Services, Inc

(704) 774-1452 lpoole@lincolninvestment.com

At Poole Financial Services, Inc., our vision is simple: to help people feel confident and supported as they plan
for their financial future. As a family-run firm, we believe in building strong, lasting relationships with each
client — taking the time to understand your goals, your values, and the life you want to create.

With over three decades of experience, Larry and Judy Poole — along with their daughter, Rachel Bradsher —
bring a personalized, multigenerational approach to financial planning. We’re not just here to offer investment
advice; we’re here to be a trusted partner in your journey.

We are especially proud to serve educators and staff across North Carolina’s public schools. Through our
affiliation with Robinson & Associates, a network of independent financial professionals focused on retirement
planning for school employees, we offer specialized guidance on 403(b), 457(b), and other retirement plans
designed for those who serve in education, through Lincoln Investment.

Lincoln Investment is a nationally recognized broker-dealer and registered
investment adviser, member FINRA/SIPC. This relationship allows us to provide our clients with the resources
of a larger platform while maintaining the personal care of a local, family-based practice.

Whether you’re planning for retirement, navigating life transitions, or simply looking for someone to walk
alongside you financially, we’re here — with a clear plan and a team you can count on. Our mission is to
empower you to build a lasting legacy, one that reflects your values and brings comfort to you and your loved
ones for generations to come.