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.

Daniel J. Estes 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.

Estes is a Registered Financial Consultant ® and a Registered Investment Advisor Representative. He also holds Indiana licenses of Life, Health and Accident, as well as Long Term Care insurance.

Estes 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 Registered Financial Consultant ®, Estes’ work is based on goals of the client – not products.

Wealth Management services through Estes includes:

Brokerage Service for Individuals and Businesses

Financial Planning

Stocks

Bonds

Mutual funds

Variable Life Insurance

Annuities

College Savings Plans

Individual & Business Retirement Plans

Insurance Services

Life Insurance

Disability Insurance

Long-term Care Insurance

Advisory Services

Financial Planning

Asset Management

Estate Planning

Business Continuation

Retirement Planning

Further information is available at www.MoneyConcepts.com/DEstes.

Contact Dan Estes at 765.742.1064, 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 317.841.0370

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