Investment Management for Business

Our Financial Services Consultants will design a portfolio that consolidates all of your investments into one personalized, comprehensive package. We’ll create a tailored asset-allocated portfolio using unbiased, independent analytical tools, and invest it according to your objectives and risk tolerance. Then we’ll periodically review your portfolio to make sure it’s performing the way you need it to, and make adjustments where necessary. Contact your Consultant to get started today.

Employer & Employee Benefits

We offer comprehensive retirement plans customized to align with your organization’s size, objectives, and resources. An LNB Financial Consultant will help you choose from:

  • 401(k) Plans
  • Simplified Employee Pension (SEP) Plans
  • Savings Incentive Match Plan for Employees (SIMPLE IRA)

In addition, we offer strategies to help employers retain and protect their most valuable employees, including:

  • Buy-Sell Insurance
  • Executive Compensation Plans
  • Business Consultation

Retirement Strategies

For decades, we’ve been adeptly helping neighbors plan for their retirement. We use a 4-step process to develop an investment plan based on your requests and realities. From here, we utilize a comprehensive mix of investments carefully matched to your investment personality to ascertain the right asset allocation and diversification for your needs. Contact us today to learn more.

Get in touch with one of our Financial Consultants today to learn more about how you can offer benefits to your team, and make sure you are covered as well. 

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. The Lyons National Bank (LNB) and LNB Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using LNB Financial Services, and may also be employees of LNB. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LNB or LNB Financial Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government AgencyNot Bank GuaranteedNot Bank Deposits or ObligationsMay Lose Value.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.