Julie Versluis, CTFAVice President & Trust Officer242 Tower Park DriveWaterloo, IA 50701Phone: (319) 233-1900 Toll-Free: (866) 235-2098
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Have you thought about who will protect your estate when you are no longer living? In this post you will find some helpful tips on how to find the right way for you to protect your estate.
Living trusts are an exceptionally useful way to manage family finances today. Unfortunately, trusts are also a mystery to most people, as evidenced by the variety of questions fielded by our specialists.
Securities and Insurance products offered through LPL Financial and its affiliates, member FINRA / SIPC.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency
Lincoln Savings Bank and LSB Financial are not registered broker/dealers, nor are they affiliated with LPL Financial. This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.