Retirement Planning
- Summary
One of your most important financial planning decisions is selecting the appropriate retirement plan for you and your family. We can assist you with the establishment of a traditional IRA, self-directed IRA, Roth IRA, SEP, 401K, or Simple Plan. Our experienced investment team will implement an investment strategy to best attain the goals of each type of plan. We serve as trustee or custodian and provide administration for these types of accounts, and we can assist you with a rollover from your existing 401k or retirement plan. Come by and let us talk with you about meeting your investment needs.
Other Popular Products
Guardianships
Our expert staff is fully authorized to act as guardian of assets. We initiate a plan to manage the assets in the best interest of the protected person.
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Living Trust
Get a process in place for managing your assets should something tragic happen. First State Bank can act as a complete Corporate Trustee for your Living Trust.
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