Strategies

Solutions

Step 3: Strategies

Action is required to put your financial plan into place. At this stage in the planning process, our advisors develop specific strategies to determine how your resources can be effectively applied to address your needs.

With WealthVision, varied strategies can be proposed and tested. Investment models and portfolio analytics are incorporated into recommended strategies that are designed with a goal to help optimize returns while aiding in minimizing risk. Projections can be developed to model the results of taking recommended actions. It is possible to increase expected returns without taking on more risk, and WealthVision helps us work toward this goal.


Designing WealthVisionSM around your Financial Future: Graphical Output and Charting

Cash Flow Graph

Cash Flow - Analyzing the relationship between your projected income and expenses over time provides a financial baseline that is fundamental to the planning process. *This is a hypothetical example and is not representative of any specific investment. Your results may vary. 


Investments Graph

Investments – Assessing your current asset allocation relative to the appropriate level of risk for your situation provides the foundation for portfolio analysis. *This is a hypothetical example and is not representative of any specific investment. Your results may vary. 


Savings Graph

Savings Goals – Developing accumulation strategies to pursue a specific goal. *This is a hypothetical example and is not representative of any specific investment. Your results may vary. 


Retirement Graphs

Retirement – Whether you are currently involved in this life transition or it is far in the future, gaining a perspective on retirement funding remains one of the most frequently requested objectives in the planning process. *This is a hypothetical example and is not representative of any specific investment. Your results may vary. 


Risk Management Graph

Risk Management – Making provisions for the income needs of those who depend on you plays a major role in pursuing financial independence. *This is a hypothetical example and is not representative of any specific investment. Your results may vary. 


Estate Growth Chart

Estate Planning – Understanding and directing wealth transfer ensures that you are in control and up to date. *This is a hypothetical example and is not representative of any specific investment. Your results may vary. 

Step 4: Monitoring →


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.

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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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