LSB+ Assessment

Take a closer look at your personal finances.

  • Know where you stand today
  • Tell us about your plans for the future
  • Connect with our skilled team

Let's start making a plan that can pay off.

To help us understand your financial concerns, goals and needs today, tomorrow and beyond, we ask that you fill out this questionnaire to the best of your ability.

Lincoln Savings Bank is a full-service Central and Northeast Iowa bank dedicated to local customers and communities since 1902.

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:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value