When you run your own business, you are the boss. That means that not only are you in charge of your own retirement, but possibly other individuals as well. It's a big responsibility. A responsibility we take seriously.

We will take the time to understand you, your business, your employees and your goals for retirement. We commit to partner with you from start to finish by offering exceptional ongoing support and education.

We can help you and your business with:

  • Individual Retirement Plans (IRAs)—Traditional and Roth
  • Simplified Employee Pensions (SEPs)
  • Savings Incentive Match Plans for Employees (SIMPLE)
  • 401(k)—Individual & group plans
  • Profit-sharing / money-purchase plans
  • 403(b) plans
  • Beneficiary IRAs

Contact David Anderson and the LNB Investment Services team today. Reaching your long-term financial goals can start with one appointment.


David Anderson

Phone: 812.715.1007
Email: david.anderson@lnbinvestments.com