Financial Planning

Plan for Your Future.

You've worked hard to save for your future. With our association with Lincoln Financial Advisors you can develop a solid financial plan to help you 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 Strategies
    • Tax Reduction & Mitigation Strategies
  • 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.

Hawthorn Bank is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. 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.
Neil Carr, Kasey Dial, Donna Bax and Mike Wheeler are registered representatives with Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC(Opens in a new Window)) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Hawthorn Investment Center is a marketing name for registered representatives of Lincoln Financial Advisors Corp. Neil A. Carr, AR Insurance License #814096. Kasey M. Dial, AR Insurance License #17691302. Adam M. Wheeler, AR Insurance License #8819300.

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.



May Lose Value
No Bank Guarantee