The pace and complexity of managing modern finances leaves many people unprepared to achieve a successful financial future. If you are feeling less than confident about your future, having a well-prepared financial plan will help put you in control.
Creating an effective financial plan takes time, know-how and experience. Even if you are using popular consumer financial tools, planning on your own can be overwhelming and frustrating. Consulting with a Financial Consultant will reduce your workload and also help ensure that your plan is comprehensive and based on current trends and data.
When you partner with a financial professional, you'll gain:
Knowledge of options and alternatives tailored to your specific financial situation
Connections to a network of professionals (accounting, legal, real estate, insurance, trusts) when additional expertise is needed
Independent investment advice and support from an experienced professional committed to guiding you toward long-term financial well-being
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. German American Bank and German American Investment Services Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using German American Investment Services Group, and may also be employees of German American Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, German American Bank or German American Investment Services Group. 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
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered 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.
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