Financial Planning

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
  • Unbiased investment advice and support from an experienced professional committed to guiding you toward long-term financial well-being

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 711 Main Street, 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.