Financial Planning

Plan for Your Future.

You've worked hard to save for your future. With our association with Osaic Wealth you can develop a solid financial plan to help you reach your goals.

You've worked hard to accumulate your wealth. You need a financial planning team that works just as hard for you.


For over 150 years, Hawthorn Bank has been assisting families in achieving their financial dreams. And now we've teamed up with Osaic Wealth whose registered representatives can help you with:

  • Fee-Based Comprehensive Financial Planning including:
    • Retirement Income Planning
    • Risk management & Insurance Planning
    • Investment Planning
    • Estate Planning & Charitable Giving Strategies
    • Tax Reduction & Mitigation Strategies
  • Company-Sponsored Employee Benefits including:
    • 401k, SIMPLE IRAs and other qualified retirement plans
    • Group health, dental and vision plans
    • Group disability and group life plans
  • Business Owner Planning
    • Business Valuation
    • Succession Planning
    • Agri-Business Planning
 

To set up an appointment today, call (573) 443-1654.

Investment products are | Not a Deposit | Not FDIC Insured | May Lose Value | No Bank Guarantee | Not insured by any Federal Government Agency

 

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC, are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by this bank and may go down in value.

 

Hawthorn Bank is not affiliated with Osaic Wealth, Inc.


Osaic Wealth, Inc. and its representatives do not provide legal or tax advice. You should consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
 

See Osaic Wealth’s Form CRS Customer Relationship Summary, available here for succinct information about the relationships and services Osaic Wealth offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic Wealth’s Forms ADV, Part 2A, which describe Osaic Wealth’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic Wealth’s broker-dealer services, and other client disclosure documents can be found here


 

CRN-6851663-073124

NOT FDIC INSURED
May Lose Value
No Bank Guarantee


This website uses cookies to improve your experience. By continuing to browse this site, you agree that we may use cookies as disclosed in our Privacy Policy.