Our Service Capabilities
At LPSB Investment Services, we believe in building long-term relationships. Our purpose and most important task is to help you achieve your financial goals. To do so, we find out what is uniquely important to you and assist you in developing a sensible investment strategy designed specifically for you.
Through all of the market ups and downs, we strive to provide quality service and sound financial advice. We are poised and prepared to assist you in choosing from a broad selection of products and services that best suit your investment needs.
What can you expect from your financial advisor?
LPSB Investment Services will…
Review Goals and Objectives
To develop a strategy that is tailored to your unique investment needs, a financial professional must first understand your current situation and financial objectives:
Are you just starting your investment journey?
Are you nearing retirement?
Are you somewhere in between?
What are your long-term investment goals?
“Your financial professional at LPSB Investment Services, who is a registered representative of INVEST Financial Corporation, will help you evaluate your time horizon, recognize your risk tolerance and determine your return expectations. These three things will be the foundation for your financial plan.”
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Establish an Asset Allocation Strategy
The correct asset allocation plan can provide diversification of your portfolio, while potentially enhancing returns and lowering your overall risk. Based on your particular risk and return comfort levels, we can help you determine which asset classes are appropriate for your portfolio.
Select Appropriate Investments
As your financial professional, our job is to assess the many investment choices available and to recommend those that are most appropriate for your goals and asset allocation strategy. By identifying suitable options and assisting you in selecting from a wide range of financial instruments, we can save you considerable time and effort.
Implement the Plan
Utilizing the expertise of LPSB Investment Services’ financial professionals, achieving financial independence can be more than just a dream. We stand prepared to work with you to implement your financial plan and to help make it a reality.
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Investment Planning
Investment planning provides direction and meaning to your financial decisions. It allows you to see “the big picture” and consider the long-term benefits of your financial decisions. Through proper management of your investments, we can assist you in planning and working toward achieving your life goals such as buying a new home, saving for your child’s education, enjoying travel and leisure activities or attaining financial independence. |
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Retirement Services
Creating your retirement nest egg can be a daunting task. There are many outside influences that can affect your ability to accumulate enough assets during your wage-earning years.
We are able to execute Rollovers, Traditional or ROTH IRAs, 401(k)s or other retirement plans. We provide knowledgeable insight to help you make informed decisions, review beneficiary agreements in conjunction with your overall estate plan and offer solutions to help you plan for your ideal tomorrow.
Income Protection
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Today, the aging population is faced with numerous challenges when it comes to having enough income to draw upon in their retirement years. Retirees face five key risks in attaining their retirement income goals: longevity, inflation, improper asset allocation, too rapid withdrawals, and rising healthcare costs.
We can help you review all sources of income and create effective drawdown strategies. This type of plan may allow your investments to remain invested and provide for a continuous source of income. |
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Business Services
Whether it is 401(k)s, Business Succession Planning, Employee and Executive Benefits, or putting together Buy/Sell Agreements, advanced planning can be vital to help ensure the long term success of your company. We have the tools and resources to guide you in the various planning strategies and funding techniques. You can be confident that no matter what comes your way, you are prepared with a well thought out, proactive approach.
INVEST Financial Corporation is not affiliated with LaPorte Savings Bank or LPSB Investment Services. Securities, advisory services and certain insurance products are offered through INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker Dealer and affiliated insurance agencies and are: NOT FDIC Insured * May lose value * No bank guarantee.
Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
- Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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