Financial Planning

Plan for Your Future.

You've worked hard to save for your future. Our association with Lincoln Financial Advisors can help you develop a solid financial plan to reach your goals.
You've worked hard to accumulate your wealth.
You need a financial planning team that works just as hard for you.

For over 150 years, Hawthorn Bank has been assisting families in achieving their financial dreams. And now we've teamed up with Lincoln Financial Advisors whose registered representatives can help you with:

  • Fee-Based Comprehensive Financial Planning including:
    • Retirement Income Planning
    • Risk management & Insurance Planning
    • Investment Planning
    • Estate Planning & Charitable Giving
  • Company-Sponsored Employee Benefits including:
    • 401k, SIMPLE IRAs and other qualified retirement plans
    • Group health, dental and vision plans
    • Group disability and group life plans
  • Business Owner Planning
    • Business Valuation
    • Succession Planning
    • Agri-Business Planning
 

To set up an appointment today, call (573) 443-1654.


If you're wondering why you should offer a company sponsored 401k plan, check out this short video. 
Hawthorn Bank and Hawthorn Investment Center are not affiliates of Lincoln Financial Advisors Corp. Lincoln Financial Advisors does not provide tax or legal advice. Securities and variable insurance products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed by this Hawthorn Bank and may go down in value. Bank products are provided by Hawthorn Bank.
 

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.


CRN-3484723-030921

NOT FDIC INSURED
May Lose Value
No Bank Guarantee

CRN-3242971-091520