Trust & Wealth Management Service

Investment Management

We deliver a strategic investment plan that meets your goals by balancing risk tolerance and financial needs.

Our investment process can be summarized by the following:

• Understand each client’s specific financial goals and objectives
• Develop an asset allocation and suitable investment strategy
• Monitoring of investments, allocation and strategy
• Recommend changes to the portfolio and strategy throughout the relationship

IRA Rollovers

IRA Rollovers allow you to move funds from an employer-sponsored retirement plan into an IRA. With an IRA rollover, the tax-deferred status of your retirement assets can be preserved, without paying current taxes or early withdrawal penalties at the time of transfer.

Consolidating retirement assets into a rollover IRA can help you manage these assets carefully and efficiently over the long term while simplifying your financial life. Bring your retirement home to First State Bank – Abernathy, your trusted local financial institution.

Financial Planning

As the old saying goes, individuals often do not plan to fail, but fail to plan. Creating a plan is the first step to achieving your goals. Our team will take the time to fully understand your financial goals and identify how we can build on your successes with a comprehensive plan.

Retirement Planning

Whether you are currently retired, retirement is around the corner or decades away, you’ll need a smart plan to generate solid returns, grow your nest egg and map out a comfortable future.

For most people, an important part of retirement is having enough money to live comfortably. We can assess your current retirement accumulation strategy to ensure it is still consistent with your objectives.

Retirement planning is more than saving; it includes continued assessment of your needs as you approach the various milestones of your life. Based on your overall financial goals, our team will assist you in developing a comprehensive plan to save for and then transition into retirement.

Contact our Trust & Financial Services Team

Have questions? Need to get in touch with your advisor? Click the button below to visit our trust and financial services team.