Taking the full view helps us complete your financial picture.
Financial plans are based on a set of assumptions that reflect current financial conditions, priorities, and expectations for the future. It is important that we revisit your plan as personal circumstances and environmental factors evolve. WealthVisionSM provides online access to up-to-date values of your assets and accounts in a consolidated, protected location.
- All your information is password-protected in a secure, encrypted personal web address, accessible only to you and your advisors.
- Track changes in your assets, and changes in your life, against your overall asset allocation.
- Copies of your private documents, such as wills, trusts, tax returns, deeds to real estate, insurance policies, and beneficiary designations can be uploaded to a secure online depository, safely encrypted but instantly available.
- Monitor the price fluctuations of your securities and access the latest financial news.
- Collaborate with multiple advisors from different locations at the same time by giving your other trusted advisors, such as lawyers and accountants, access to designated areas.
The system automatically alerts your financial advisor if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values. You and your advisors will always be aware of your financial status, no matter where you are.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.
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. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. 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 |