(800) 588-7551  |  Contact Us

Financial Planning

  • Advice for Life

    Advice for Life

    Advice for Life is a client-centric, holistic approach to financial guidance that reflects your priorities and specific life circumstances.

    View More

  • Discovery

    Discovery

    Before we get down to crunching numbers, we'll talk about the things that are most important to you-family, community, pastimes, church. We'll ask a lot of questions about what you're really thinking, feeling, worried about; your experiences with money; and what you've accomplished so far. Together we'll figure out where you are now.

    View More

  • Life Milestones

    Life Milestones

    We tailor your financial plan based on where you are in your life.

    View More

  • Monitoring

    Monitoring

    Just when you make plans, life happens-and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.

    View More

  • Planning

    Planning

    Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.

    View More

  • Solutions

    Solutions

    A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.

    View More

Investments

Blog and News

"Investments" Blogs & News

SEE ALL BLOGS AND NEWS

Shortcuts

Connect With Us

  • Lincoln Saving Bank

  • Complete Financial Services Today, Tomorrow, and Beyond...

  • LSB Financial is an equal opportunity provider and employer.
    Copyright © 2016. All Rights Reserved. Privacy & Security
  •  
  • Sitemap

*Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

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.

BrokerCheck