Your investment portfolio should reflect not only your financial needs but also your attitudes toward risk, savings, and wealth. Effective asset allocation helps drive that balance between risk and reward.
We stand by our ability to provide effective, unbiased asset allocation recommendations that are uniquely suited to meet a variety of investment objectives.
Our definitive asset allocation process, coupled with a strong manager selection methodology, allows us to create portfolios that are intended to outperform, do it often, and minimize surprises.
Downsizing your home in retirement can help you achieve your financial goals.
Many people only think of life insurance in terms of income replacement and paying for final expenses but, for certain investors, life insurance as an asset class can be an important part of their overall financial strategy. For instance, it can help families protect their wealth in several ways, from providing funds to pay estate taxes to the realization of tax deferred (and even sometimes tax-free) gains.
*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.
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.