About Us
When you partner with LD&B Financial Group rest assured that we’ll work to find the solution that best fits YOU.
LD&B Financial Group is part of the 100% employee-owned LD&B family of Insurance and Financial Services founded in 1975. We offer holistic planning options where we help you design a plan around your goals and objectives. Whether you are looking to save for retirement, protect your family when you can’t be there for them, or to ensure income you can’t outlive, we offer solutions to help meet your needs:
Planning and Strategy
We know that financial planning can be complex. There are so many opinions and options, it can be hard to know where to start. We are here to make it easy for you by cutting through the noise and giving you simple choices. We help you develop and understand your investment plan every step of the way through:
- Discussion of your goals
- Custom Financial Plan Designs
- Regular Reporting & Plan Reviews
Advice and Expertise
Even if you have setup a financial plan, there is always the possibility of gaps and the need for updates as your lifestyle changes over time. Our team works to provide high quality advice and expertise to our clients that is understandable and actionable. We can help you navigate whatever life will throw at you through:
- Risk assessments
- Life Insurance and Disability Insurance Planning
- Long Term Care Strategies
Your Finances and Your Future
Facing the reality of finances, good and bad, can be tough. We’re here to walk with you as a trusted advisor to help you understand and take control of your financial situation.
We provide:
- Savings and Investment Strategies
- Retirement Income planning
Legacy Planning
our core values
We’re committed to making a difference 365 days a year.
Over the past decades, our agency has grown exponentially
but our commitment to our core values remains constant.
We do the right
thing.
We prioritize
others.
We create
solutions.
We build on
trust.
We give back
to our community.
