How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome to Lizton Financial Services, a financial organization conveniently located at State Bank of Lizton banking centers in Hendricks and Boone counties. We understand that individuals face unique challenges as they prepare for retirement.We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Investors who put off important investment decisions may face potential consequence to their future financial security.
A few strategies that may help you prepare for the cost of higher education.
This worksheet can help you estimate the costs of a four-year college program.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
You’ve made investments your whole life. Work with us to help make the most of them.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
When markets shift, experienced investors stick to their strategy.
In life it often happens that the answers to our most pressing questions are right in our own backyards.