DISABILITY INSURANCE | February, 2020

David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it […]

LIFE INSURANCE | February 26, 2020

Life insurance protects the ones you love. Dave shares his formula on how much life insurance you should have. David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation. This material […]

DAVID WORKMAN RECOGNIZED IN FORBES AS A 2020 TOP WEALTH ADVISOR IN INDIANA

David Workman of Workman & Associates was recently ranked No. 19th in Indiana in the 2020 Best-In-State Wealth Advisors list published by Forbes.   According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and […]

FINANCIAL PLANNING – PART 4

Part 4 focuses on the four main elements of estate planning, which include drawing up a will, a living will and healthcare power of attorney, a financial power of attorney, and in some cases, a trust. David Workman and LPL Financial do not provide legal advice or services. This information is not intended to be a substitute for individualized legal advice. […]

FINANCIAL PLANNING – PART 3 | JANUARY 31, 2020

You need life insurance, but how much? Dave shares his formula for your best protection. Watch and find out what other types of insurance we offer. Securities and advisory services offered through LPL Financial, Member of FINRA/SIPC.

ESTATE PLANNING – PART 2

Estate planning should include a will, a trust, or both. Dave explains both in the second part of this three-part series.