Longevity through harmony
When all your tools work in concert, you don’t have to sacrifice long-term for short-term, safety for growth, or confidence for flexibility.
We’ll help you discern your priorities and your unique definition of success. Together, we’ll work to build an investment plan customized to your goals and vision.
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Your Six Core Needs
Short-Term Liquidity
Life happens fast, and you need to access your investments immediately. We’ll help find profitable places to park your cash without restricting your access.
Long-Term Income
If you have substantial savings that you won’t need in the near future, we’ll show you how to save smarter with long-term, growth-minded tools and techniques.
Legacy
Plan your estate so that your voice will be heard after you’re gone. We’ll help manage your assets and create a plan for their distribution to your family and charities.
Protection through Insurance
Find the right insurance to guard against the unknown, so you can build your wealth with confidence and peace of mind.
Income Now
Get more income out of your current assets by better structuring the distribution of those assets.
Credit Concerns
When it comes to tackling or utilizing debt, you have to have a plan. Our team will work with you to create a strategy for your debt concerns.
Let our team help you pursue your strategy.
Find out how partnering with LPL gives you everything you need, and more importantly, the support you deserve.
ABOUT LPL +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. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KS, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, OR, SC, TN, TX, VA & WV.