Step 2: Planning

A core element of financial planning is an analytical assessment that quantifies your ability to work towards multiple financial goals. This sets the stage for us to validate existing approaches and assumptions, surface possible shortfalls, and identify appropriate courses of action. Typically, we will consider multiple tradeoffs during the planning process. Planning puts these tradeoffs in a structured context so decisions can be made to manage and maximize benefits.

These analyses will be based on robust calculations, but the outcomes will be clear and readily apparent. WealthVision combines these powerful, in-depth calculations with accessible graphical presentations that will make the results easy for us to discuss.

WealthVision and our planning process allow us to strike the right balance between addressing your specific issues while never losing sight of the big picture.

Financial Planning with WealthVision

With WealthVisionSM technology, managing your financial life just got easier. Better organized. Accessible. Up-to-date. Adaptable to your changing needs and emerging priorities.

The WealthVision platform integrates financial planning and wealth management. It supports our advisory process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios. For our clients, WealthVision delivers an easy-to-use system to track and manage your balance sheet, investments, and documents in one convenient and secure location.

Planning your Financial Future

Making informed financial decisions has just gotten simpler. With WealthVision, we bring your financial life together. Our advisors can easily access your current information in one place, identify strategies, and understand how specific issues relate to your total financial situation.

Step 3: Strategies → 

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

Don’t let your dreams fade. Contact us today for a consultation.
Together we'll chart a path to your future.


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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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