Holistic Financial Planning with a Dedicated Advisor
We take you through our disciplined, yet simple financial planning process to help you achieve your financial goals. When you work with a dedicated advisor, you'll receive personalized planning with our Advice for Life approach. Our approach recognizes that we’re all on a special journey, and each of us requires a road map to help get us where we want to be.
Our Services & Solutions
- Dedicated Advisor
- Personalized Planning
- Advice for Life
Dedicated Advisor Build a strong foundation
Protect your loved ones.
- Life Insurance
- Health Insurance
- Disability Insurance
- Personal Liability
- Long-Term Care
Protect your assets.
- Home/Renters Insurance
- Auto Insurance
- Umbrella Policy
- Business/Farm Insurance
Plan for the unexpected.
- Emergency Fund
- Will & Living Will
- Power of Attorney
Insurance products are offered by LSB Insurance and are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency
Pay yourself first
- Retirement Planning
- Retirement Income Distribution Strategy
- Asset Allocation
- Portfolio Construction and Management
- Business Planning
- Tax Planning
Leave a lasting legacy
- Business/Farm Succession Planning
- Planned Giving/Philanthropic Goals
- Estate & Wealth Transfer Planning
- Wealth Preservation Strategy
