Plan Well for Your Future
The future gets closer every day. No matter where you are in your retirement planning, we’ll work with you to create a plan that helps set you up for the best future possible.
When it comes to retirement planning, there are several tools at your disposal. From IRAs to annuities to bonds and notes, and beyond, you’ll have access to a wide variety of tools with which to build your retirement savings. Our team will be there with you every step of the process, guiding you to your golden years.Reach Out to Us +
At LCNB Investment Services, we aren't interested in selling you a product that doesn't fit your needs. We create plans for you that consider every option to help get you to your goals.Meet our team +
IRAs are one of the most common retirement tools, allowing tax advantages for your contributions and growth.Learn More +
Government bonds and notes are considered a safe way to invest and diversify your wealth portfolio, helping to provide both stability and growth.Learn More +
One of the safer investments available, we offer access to brokered CDs with flexible terms and fixed rates.Learn More +
By paying into an annuity, you’ll set up a regular supplement to your retirement income in the future.Learn More +
In addition to standard 401(k) plans, we also offer Simple, Solo, and 403(b) plans. Our team will help you decide.Learn More +
Insurance plays a crucial role in your growth plan. We'll walk you through all the options to help determine what you need and what policy fits you best.Explore Insurance +
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KY, LA, MD, NC, NJ, OH, SC, TX, VA & WV.