Holistic Financial Planning with a Dedicated Advisor

We take you through our disciplined, yet simple financial planning process to help you achieve your financial goals. When you work with a dedicated advisor, you'll receive personalized planning with our Advice for Life approach. Our approach recognizes that we’re all on a special journey, and each of us requires a road map to help get us where we want to be.

Our Services & Solutions

  • Dedicated Advisor
  • Personalized Planning
  • Advice for Life

Build a strong foundation

Protect your loved ones.

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Personal Liability
  • Long-Term Care

Protect your assets.

  • Home/Renters Insurance
  • Auto Insurance
  • Umbrella Policy
  • Business/Farm Insurance

Plan for the unexpected.

  • Emergency Fund
  • Will & Living Will
  • Power of Attorney

Insurance products are offered by LSB Insurance and are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency

Pay yourself first

  • Retirement Planning
  • Retirement Income Distribution Strategy
  • Asset Allocation
  • Portfolio Construction and Management
  • Business Planning
  • Tax Planning

Leave a lasting legacy

  • Business/Farm Succession Planning
  • Planned Giving/Philanthropic Goals
  • Estate & Wealth Transfer Planning
  • Wealth Preservation Strategy