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
How Income Taxes Work
A quick look at how federal income taxes work.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Why have the markets been so volatile recently?
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Learn about what risk tolerance really means in this helpful and insightful video.
With alternative investments, it’s critical to sort through the complexity.
Do you have causes that you want to support with donations?
Why are 401(k) plans, annuities, and IRAs so popular?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.