Whether you need a financial plan or already have one in place, it is important to review for gaps or
updates as your lifestyle changes over time. Our experienced team works to provide high quality
advice and expertise to you that is understandable and actionable. We can help you through:
Financial planning can be complex. With so many options and opinions, it can be hard to know where to begin.
Our team of advisors is here for you to cut through the noise. We work with you to understand your unique set
of circumstances and provide you with a plan to help you achieve your financial goals. It’s easy to get started:
We will learn about and discuss your goals and objectives
We will review your financial picture together and explore your options.
We will create your tailored plan and provide solutions to meet your goals.
We will meet regularly to review and update your financial plan.
Ready to learn more? Contact us to schedule your complimentary consultation.
Since 1975, LD&B has been guided by a mission to do right
by our customers and to do good in the communities we
serve. As a local, 100% employee-owned agency, we care
about making this a better place for our families, neighbors,
and friends and give generously to the communities we serve.
Check the background of this firm on FINRA’s BrokerCheck.
DISCLOSURE: Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member, FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Member, FINRA and SIPC. LD&B Insurance and Financial Services and LD&B Financial Group, a DBA of LD&B Insurance and Financial Services, is independent of CFGS. Please be advised that presently Adam Savanick holds the series 6, 7, 63 and 65 licenses AL, CO, FL, GA, IL, KS, KY, LA, MA, MD, MT, NC, NY, OH, OR, PA, SC, TN, TX, VA, WI, and WV. Steve Brunk holds the series 6, 7, 63 and 66 licenses in AZ, CA, CO, DC, DE, IN, MD, NC, PA, TX, VA, WI, and WV. Malachi Bontrager holds the series 7 and 66 licenses in IL, VA and WV. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Adam, Steve, or Malachi before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.
For a copy of CFGS’s Form CRS please visit: https://www.concoursefinancial.com/investor-disclosures