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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.

 

Dedicated Advisor

Personalized Planning

Advice for Life

Our Services & Solutions

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.

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Protect Today

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

Maximize Tomorrow

Pay yourself first.

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

Leave a lasting legacy.

    • Business/Farm Succession Planning
    • Planned Giving/Philanthropic Goals
    • Estate & Wealth Transfer Planning
    • Wealth Preservation Strategy
Let’s build a portfolio that works for you, together.
Get Started!