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Invest with Confidence

 
 
Hands in the air
A financial advisor is a registered professional who has the ability to assist individuals and businesses in evaluating their financial needs and helps in pursuing their financial goals.
A financial advisor helps clients pursue their financial goals.
 
They do this by:
  • Looking at current finances to see what changes need to be made to work toward goals
  • Helping clients determine which type of retirement account is most beneficial for them
  • Helping clients determine if they need insurance (life, long term care, disability) and if so how much is needed
Anyone wanting to plan for retirement needs to meet with a financial advisor. If you are unhappy with your investments or want a wider variety of products in which to invest, you should meet with a financial advisor.
It is very important that you select a financial advisor that you can trust and can communicate effectively. You’ll want to make sure you select a financial advisor that you want to work with for an extended time period. You’ll also want to make sure that he/she is knowledgeable in the area(s) of your financial needs.
We can assist you with stocks, bonds, retirement income, mutual funds, annuities, life insurance, traditional IRAs, Roth IRAs, business retirement plans, retirement plans, education planning and 529 plans, investment planning, and tax efficient investments.
In order to fully understand your financial situation and needs, a financial advisor will need to be privy to all facets of your finances. A copy of your most recent bank statements and IRA/401(k) statements will not only help your financial advisor get a better picture of your finances and financial needs but also help him/her see what you are currently invested in as well as what is working and what is not working for you.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. *No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Financial Industry Regulatory Authority (FINRA) regulates securities firms who do business in the United States. Securities Investor Protection Corporation (SIPC) works either as a trustee or with an independent court-appointed trustee to recover funds in a missing asset case. 
No, your brokerage investments are not covered by FDIC.
Call 479-253-2265 and ask to schedule a meeting with Joe McClung OR use the Contact Us form in our menu tab. It’s that simple.
There is no fee or charge for meeting with a financial advisor.
The first meeting is a consultation and opportunity for you to get to know the financial advisor and to ask him/her questions. The financial advisor will also ask questions to get an understanding of your financial situation including current investments, financial needs, and financial goals. They use this information to help create projections as to how you can work towards your financial goals.


































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CS Bank provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 

Please visit https://www.lpl.com/CRS for more detailed information.

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. CS Bank and CS Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CS Investment Services, and may also be employees of CS Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CS Bank or CS 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 representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, CA, CO, CT, FL, HI, IA, IL, IN, KS, MO, NJ, NY, OK, TN, TX, VA, WA, WI.