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Business Retirement Solutions

As a business owner, you know that retirement programs are a smart business investment for you and a valued benefit to your employees. You can choose from traditional FDIC-insured bank products or, in conjunction with Lizton Financial Services, Inc., invest in stocks, bonds, and other more non-traditional products. Either way, we can help you retain and reward employees with a more secure financial future, while providing you, the business owner, significant benefits in the form of tax savings.

Choose the plan that best fits your business, such as:

  • Traditional IRA, Roth IRA, Simple IRA
  • Simplified Employees Pensions (SEP)
  • Keogh
  • 401 (k) Plans

All plans offer the following advantages:

  • Tax-deferred earnings for employees and business owners
  • Potential tax deductions for the business or business owner
  • Employee satisfaction and better retention
  • Multiple investment options

Don’t leave retirement planning for you and your employees to chance. Stop in and visit with one of our business bankers about how you can plan for the future and minimize income taxes. We make planning easy! Contact us.

Consult your tax advisor.

Investments made available at State Bank of Lizton dba Lizton Financial Services.
Securities offered through LPL Financial Services Member NASD, SIPC.

*INVESTMENT PRODUCTS ARE:
  • NOT A DEPOSIT
  • NOT FDIC-INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY THE BANK
  • MAY GO DOWN IN VALUE

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