College Savings (529)
IRA stands for Individual Retirement Account, and it's essentially a savings account with potential tax benefits, making it an ideal way to sock away cash for your retirement.
Many people mistakenly think an IRA itself is an investment- put simply, it is an account in which you keep stocks, bonds, mutual funds and other assets in.
Ask us how to utilize an IRA to strive toward the most return.
By starting a retirement savings plan, you will help your employees save for their future.
Retirement plans may also help you attract and retain qualified employees, and they offer tax savings to your business.
You can help secure your own retirement as well. Establish a plan even if you are self-employed.
Avoid Sallie Mae and a lifetime of student loan repayment plans.
Help your young adult achieve a degree without the chains of debt, post-graduation.
Plan ahead. We will walk your family through a year-by-year plan.
You know you need to invest, but how?
With 20 years experience, Janice will walk you through the ins and outs of investing so that you understand your choices 100%.
Don't take a shot in the dark with your money, and never agree to an investment option unless you fully understand where you're sending your money.
Securities offered through LPLf Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affilites. The investment products sold through LPL Financial are not insured Central Bank & Trust deposits and are not FDIC insured. These products are not obligations of Central Bank & Trust and are not endorsed, recommended or guaranteed by Central Bank & Trust or any goverment agency. Central Bank & Trust and CB&T Financial are not registered broker/dealers and are not affiliated with LPL Financial. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, MO, MT, OR, WI, WY.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.