LSB Plus: A Financial Tool for Your Ever-Changing Life
It’s funny the way life is sometimes. You can have
everything figured out, a plan in place and be coasting when suddenly something
changes. Maybe you meet someone, date for awhile and decide to get married.
Perhaps you need a new house because your family is expecting an addition. Or
maybe you or your child is getting to a certain age and you realize you need to
start planning for the future.
Whatever your life brings, Lincoln Savings Bank can be there
to work with you in figuring out the best path for your financial growth and
success. The LSB Plus program allows us to look at your current financial state
and help you find the best path to meet your goals. And now it’s even easier
with the LSB Plus Online Portal that allows you to complete certain aspects of
the process from the comfort of your own home.
LSB Plus uses phases of assessment, review, goal definition,
contact and follow-up to ensure that you not only get started on the right
path, but remain on it as time goes on.
We begin with an assessment of your current financial
situation. Your LSB Plus Coordinator then takes the time to review any
important financial documents. After the review, you work with the Coordinator
to define your financial goals, which are taken into account by the Coordinator
when they put you in contact with various financial experts at Lincoln Savings
Bank.
And just as life tends to bring change, we are available for
periodic reviews if your financial situation changes.
When it comes to your finances and future, going it alone is
like trying to navigate a cluttered room in the dark: you may make it to your
bed, but there will have been some painful experiences along the way, and
you’ll be in worse shape than if you turned the lights on. Turn on the light by
contacting your Lincoln Savings Bank branch today!
Labels: financial planning, LSB Plus
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