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Investments

Financial Representatives:

Brian D. LaHue (email) (812-738-2198)
Helen Strong (email) (812-738-2198)
Mickie Vallandingham (email) (812-944-4011)

 

Make Your Financial Goals A Reality With Lincoln Investment

Because wisely managing your finances is so crucial to meeting your day-to-day responsibilities and fulfulling your lifetime goals, establishing a financial plan is one of the most important things you can do for your financial well-being. Contact our Financial Representatives today and allow them to guide you through the complext issues involved in creating a personalized financial plan designed to help make your goals a reality. Our Financial Representatives are conveniently located at a branch near you. Contact them today to begin the process.

 

Our Lincoln Investment Financial Representatives can assist you with;

Retirement Planning - No matter how close you are to retirement, the more you are able to save now, the greater the likelihood that you'll enjoy the retirement you envision. There are a variety of ways you can invest for your retirement, and many of them offer tax advantages that enable your assets to grow more quickly.

Risk Management - While financial markets offer excellent opportunities to grow your investments, they can involve risk. While one asset type may be performing well, another may be doing poorly. One way to help reduce the risk of investing is asset allocation. The asset allocation method divides your investments among different asset classes - primarily domestic and international stocks, bonds and cash in line with your risk tolerance, time horizon and goals.

Insurance Planning - Insurance is crucial to your financial security for the protection it provides your family and assets. Depending on your situation, your financial plan may include recommendations for life, health (medical, dental, vision and prescription), disability and long-term care insurance, to name a few.

Investment Planning - From money market accounts, treasury securities, fixed and variable annuities to individual stocks, bonds and mutual funds, a multitude of investment options exist. Determining which investment vehicles are right for you depends on a number of factors, including your age, financial situation, risk tolerance and goals.

Estate Planning - In order to help protect your estate for your loved ones, your financial plan should include an estate plan. Among its many benefits, an estate plan can help ensure your assets are distributed according to your wishes upon your death; can avoid the delay of probate; and can reduce inheritance and estate taxes. Your estate plan should also include a will, durable power of attorney, living will and medical power of attorney.

 Call Us for a Free No-Obligation Financial Profile

 

Securities offered through Lincoln Investment -- Member FINRA and SIPC.