Kate PetersenVP / Retirement Plan Services LPL Registered Representative*242 Tower Park DriveWaterloo, IA 50701Phone: 319-233-1900Toll-Free: (866) 235-2098
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Did you know there is a new tax deduction for home owners that pay mortgage insurance?
Estate planning can become complicated after remarriage. With remarriage often comes a blended family consisting of children from prior relationships along with children from the new marriage. The goal is often to provide for everyone, but accomplishing this requires sound estate planning that is tailored to your individual needs and objectives.
Securities and Insurance products offered through LPL Financial and its affiliates, member FINRA / SIPC.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency
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.