Welcome to workman & Associates
The Financial Planning & Investment Guidance You Need to Work Towards Your Family's Goals & Dreams.
For almost four decades, our mission has been to provide holistic financial planning through personalized services, transparent communication, & advanced technology.
The Workman & Associates team creates clear, strategic plans for smart savers who are committed to achieving financial freedom. If your financial situation has grown more complex, your assets have reached a level that requires careful management, or you simply don’t have the time to focus on your finances, it may be the perfect time to start a relationship with us.
Our team is ready to help you:
- Simplify your financial life and turn your hard-earned dollars into a portfolio that can replace your paychecks in retirement.
- Reduce risk while ensuring your investment portfolio can support you throughout retirement.
- Minimize taxes so you can keep more of what you’ve worked a lifetime to earn.
- Delegate the heavy lifting and administrative burden to experienced professionals, freeing up your time for what truly matters most.
- Protect your loved ones’ future by ensuring your spouse and family have a trusted team of professionals to guide them if something happens to you.
About Workman & Associates
Meet Our Team
& Learn Our Story
Since 1988, our team has followed the simple idea that “the client’s best interest is the only interest to be considered.”
You want confidence that you’re making the right decisions with your money – and you shouldn’t have to do it alone! The next chapter of your financial journey starts now.
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We're ready to assist you
Reach out to learn more about how we can help you with your financial goals & dreams.
Call or Text: 574-722-4222
Toll Free: 1-800-533-4370
workmanandassociates@lpl.com
Our office
1529 E Market Street, Logansport, IN 46947