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.
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.
A successful retirement is a dream shared by every working American.
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.
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 for more information on your next step towards reaching your investment goals and dreams.
1529 E Market Street, Logansport, IN 46947