• We recognize that your needs are unique to
you, and through the following LNB Financial
Services four-step process, a Financial
Consultant will develop an investment plan
that addresses your objectives, time horizon
and risk tolerance.
1. Develop a personal investor profile
that reviews your needs, current
income, assets and other relevant
financial information.
2. Create an investment strategy that
considers your specific goals, time
horizon and risk tolerance.
3. Review investment options with you
and answer all questions prior to
implementing your investment strategy.
4. Discuss periodic adjustments to keep
your strategy effective and current
as your needs change and you move
closer to retirement.

• We utilize a comprehensive mix of investments carefully matched to
your investment personality to achieve the right asset allocation and
diversification for your needs.

Calculators

LNB Financial Services, Lyons Bancorp and the Lyons National Bank, are not
broker/dealers, insurance companies or insurance underwriters, nor are they
affiliated with Linsco/Private Ledger.

Securities & insurance products offered through Linsco/Private Ledger, Member NASD•SIPC

Insurance and Investments are:

LNB Financial Services > Investments > Retirement Strategies