Financial Planning is the process of prioritizing your most important financial goals and taking steps to meet those goals by utilizing an assortment of investment and saving options. We will assist you in determining the appropriate balance of assets that will comprise your financial plan and ultimately help you reach your goals.
A financial plan should:
- work toward meeting your growth and income goals by utilizing strategic asset allocation
- arrange for your comfortable retirement
- provide funding for major expenses such as college, a new home, or car
- preserve your estate and plan for transfer to your heirs
- help protect against financial crisis that can emerge from various life events
- minimize the tax burden on your assets
The earlier you plan your financial future, the earlier you may reach the goal, so contact German American Investment Services today to help you reach it!
German American Bancorp and German American Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Advisory Services offered through LPL Financial, a registered broker/dealer. The investment products sold through LPL Financial are not insured German American deposits and are not FDIC insured. These products are not obligations of German American and are not endorsed, recommended or guaranteed by German American or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Branch Office located at 246 3rd Avenue, Jasper, IN, 47546. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
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.