Everyone has different reasons to invest, depending on life stage and personal goals. Are you planning for retirement? Saving to fund a child’s education or a vacation home?
Even if you feel individual areas of your finances are under control, it's a good idea to have a comprehensive evaluation of your total economic condition created. Prepared in cooperation with a certified financial planner™ professional, your personal financial plan is tailored to your current financial situation, personal preferences and tolerance for risk.
The first step in reaching your goals is finding the right advisor. That’s why we offer no-obligation initial consultations – an opportunity to get to know each other and explore how our services can benefit you. Let’s talk.
We’re here for you. Make that phone call today at (573) 634-0895 or (573) 634-0853, or leave your contact information and we’ll contact you within one business day.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Jefferson Bank and InvestorServices are not registered broker/dealers and are not affiliated with LPL Financial.
The investment products sold through LPL Financial are not insured Jefferson Bank deposits and are not FDIC insured. These products are not obligations of Jefferson Bank and are not endorsed, recommended or guaranteed by Jefferson Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.
