Business Consulting Services

One important planning step often skipped is development of a solid financial plan. A financial plan gives you a better grasp of the financial requirements of your new business, and clarifying your financial picture can help you develop better strategies, pinpoint trouble spots early, and optimize your business for growth.

Business Strategies include:

  • Attract and Retain Employees
    • 401(k), SEP IRA, SIMPLE IRA
    • Deferred compensation
    • Group long-term care, disability insurance
  • Planning for Business Succession
    • Valuation
    • Key man
    • Buy/sell
    • Business continuation
  • Managing Short-Term Cash
    • Cash sweep
    • Cash enhancement
    • Cash management
    • Income management
  • Build and Protect Personal Wealth
    • Life insurance, disability, long-term care
    • Advisory
    • Retirement services
  • Managing Personal and Business Taxes
    • Selective benefit plans – insurance andretirement services
    • Personal financial needs analysis

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.