• 1-800-533-4370
  • 1-574-722-4222
  • Mon - Fri: 8:00 - 5:00

Services

Here at Workman & Associates, we provide a variety of investment, insurance, and retirement services.

While the services listed on these pages are not an inclusive list, you should know that we are able to offer you a wide variety of products from various companies throughout the world to meet your financial goals. We also offer many services that may be able to make your financial planning process more efficient, focused, and easier for you.

Whether it is creating a full-blown financial plan, reviewing any investments or insurance you already own, or looking over with you your company retirement plan, we can help you put together the plan that is right for you. We look forward to earning you business and trust.

Explore Our Services

Investment Services

The enormous amount of information available to today’s investor means the big picture can be a bit overwhelming. We can help you sort through the clutter and bring your investment goals into focus and design a portfolio to help work toward them.

Retirement plans

A successful retirement is a dream shared by every working American. 

fee-based planning

We offer three main fee based planning options: Guided Wealth Portfolios, Manager Select, and Strategic Asset Management.

Through these options, we can offer you access to a wide variety of investments to increase your portfolio’s diversification.

Insurance Services

As your personal and financial situations evolve, it is important that you are prepared to meet your changing needs with adequate resources. The type of insurance policy you purchase will depend on your current needs, budget, and cash value accumulation goals.

Contact Us

Contact us for more information on your next step towards reaching your investment goals and dreams.

how to connect

Phone: 574-722-4222

Phone: 1-800-533-4370

sharon.musselman @lpl.com

Our office

1529 E Market Street, Logansport, IN 46947