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Financial Planning Options As a business owner, you make countless decisions for your company every day.  The State Bank has connected with The State Wealth Advisors to help financial decision making easier. Our team will navigate you through creating financial plans, transition plans, business retirement plans, and executive compensation plans.

Our team is equipped with an experienced, knowledgeable staff who have the confidence to ensure your financial dreams come to fruition. It is our goal at The State bank to be your financial partner for life.

Our Financial Solutions

Financial Plans
Ensure that you have an appropriate financial plan for you and your business. The team at The State Wealth Advisors will help you evaluate your business and personal financial strategies.

The State Wealth Advisors will:
  • Handle all the details
  • Make recommendations
  • Track financial progress

To get more information about our financial planning services contact us or stop in at one of our local branches.

Transitions Planning
Often your business is your retirement plan, or a major portion of it. Let us help you design a strategic transition plan to develop the best methods to maximize income and minimize your income taxes.

Your business transition plan includes:
  • A customized strategic plan
  • Balance to ensure all factors are accounted for
  • Comprehensive personal financial plan

To get more information about our financial planning services contact us or stop in at one of our local branches.

Business Retirement Planning
Develop diverse company sponsored retirement plans that will help your employees meet their retirement goals. We have connected with The State Wealth Advisors to offer companies the ability to create or enhance their existing company sponsored retirement plans.

The State Wealth Advisors coordinate business retirement plans by:
  • Diversifying your retirement sources
  • Assembling the best combination of investments
  • Finding administrative and record keeping services

To get more information about our financial planning services contact us or stop in at one of our local branches.

Executive Compensation Plans
Reward your key executives. Your associate from The State Wealth Advisors will work with you to design compensation plans that ensure your executives are rewarded for their dedication and hard work.

Let The State Bank help you:
  • Customize executive compensation plans
  • Ensure plans benefit key employees
  • Strategize for optimal tax efficiency

To get more information about our financial planning services contact us or stop in at one of our local branches.

 

Smart Decisions

Let The State Bank help you make 'Smart Decisions' with your finances.

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