RETIREMENT PLANNING AT FIRST STATE BANK
Helping You Plan Ahead for Retirement
Have You Started Planning for Retirement?
One of your most important financial planning decisions is selecting the appropriate retirement plan for you and your family. First State Bank 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. We can even assist you with a rollover from your existing 401k or retirement plan. We encourage you to stop by the nearest First State Bank location today to talk to us about meeting your investment and retirement-planning needs. You may also call us or click the “Request Information” button below.