Retiring Well Starts with a Plan

How We Can Help

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:

Our Team Will Help You Navigate the Road Ahead

How to Get Started

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:


Schedule a Consultation

We will learn about and discuss your goals and objectives


Comprehensive Review

We will review your financial picture together and explore your options.


Personalized Plan

We will create your tailored plan and provide solutions to meet your goals.


Ongoing Support

We will meet regularly to review and update your financial plan.

Ready to learn more? Contact us to schedule your complimentary consultation.

Doing Good Is in Our DNA

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.

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