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


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 AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay 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.