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:
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.