Financial planning has traditionally been a service for only a few individuals. In today's world, people in all stages of life and at all income levels find themselves in need of financial guidance. Through a process of setting goals, getting professional advice, and putting together a financial plan, you can achieve financial success with Wealth Management at Lafayette Savings Bank.
Mike Hull is here to help! He is dedicated to helping people - of all ages - enjoy financial independence, utilizing investment and retirement plans, insurance plans, income tax management, and legacy planning. Planning benefits encompass individuals, employers and their employees, as well as the self-employed entrepreneur.
Mike is a Certified Financial Planner® and a Registered Financial Consultant®. He also holds Indiana licenses of Life, Health and Accident, as well as Long Term Care insurance.
Mike will offer clients a choice of single-purpose, multi-purpose or comprehensive investment and financial plans. Competitive fees are also the clients’ choice, based on services provided. As a Certified Financial Planner® and a Registered Financial Consultant®, Mike’s work is based on goals of the client – not products.
Wealth Management services include:
Brokerage Service for Individuals and Businesses
Variable Life Insurance
College Savings Plans
Individual & Business Retirement Plans
Long-term Care Insurance
Business Exit Planning
Social Security Maximization
Contact Mike Hull at 765-429-2816, or stop by his office located in our Main Branch at 101 Main St, Lafayette, IN 47901.
These products are not insured by the FDIC; are not deposits or other obligations of the Bank, are not guaranteed by the bank; and are subject to investment risk, including possible loss of the principal amount invested.
All securities through Money Concepts Capital Corp. Member FINRA/SIPC. 7828 E 88th St, Indianapolis, IN 46256
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