LSB Plus FInancial Health Check

Are you financially healthy? LSB’s Financial Health Check can help you answer that question.

LSB has developed a series of questions we refer to as Financial Health Check questions that focus on your financial needs today, tomorrow and beyond. The questions range from "What would you do if you could no longer work?" to "Do you have any interest in contributing to charitable organizations?" They are directed at uncovering your personal financial concerns, goals and objectives.

By answering these questions, you will provide our financial professionals with information to better understand your current financial situation. Answering these questions does not commit you to any sort of engagement with us. It does allow us, however, to review your responses and determine if a conversation is in your best interest. Some questions may not apply to you or you may not be comfortable answering some questions. That’s OK.

We look forward to helping you achieve your financial goals and objectives. We also want to assure you that your responses and any conversations with us about your personal finances will be kept confidential.

To get started with the LSB+ Financial Health Check, contact your local LSB branch, or logon to the LSB+ Portal, where you can complete the financial health check questions online, on your own time.  To logon or register for the LSB+ Portal, go to www.lsbplus.com.

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