Financial Planning

We can direct you to Financial Planning Services

Financial Planning Services are offered by a number of local firms with experience in the estate planning, probate, estate, income tax and investment areas.

We're ready today to recommend a local Financial Planner

They can assist you with your estate and financial plans. They help people in Jackson County provide for their children and grandchildren and pass wealth on to their natural and charitable heirs without delay and with minimal taxes.

EQUITY INVESTMENTS

	Common Stock
	Preferred Stock
	Mutual Funds
	NASDAQ Trading

RETIREMENT PLANNING

	Pension and Profit Sharing
	IRAs
	Universal Plans
	Self-Directed Plans
	Plan Design
	Plan Review

INSURANCE

	Tax Deferred Annuities
	Term Insurance
	Single Premium Life
	Disability Income
	Nursing Home Insurance

FIXED INCOME INVESTMENTS

	Municipal Bonds
	Corporate Bonds
	Government Securities
	CDs
	Money Market Accounts
	CMO's

RETIREMENT PLANS FOR NON PROFIT ORGANIZATIONS

	Teachers
	Hospital Employees
	City Employees
	County Employees
	State Employees

ADDITIONAL SERVICES

	Estate and Financial Planning
	Children's Education
	Charitable Giving
	How to Save Money
	How to Reduce Taxes on investment income
	Safe Deposit Boxes
	Bank Money Orders
	Personal Money Orders
	Certified Checks
	Travelers Checks
	U.S. Savings Bonds
	Wire Transfers
	Direct Deposit
	Automatic Transfers
	Foreign Money Exchange
	Auto Banking and Drive-Up Facilities

Call us for referral to a financial planning professional today.

Investments and other products offered are not insured by the Federal Deposit Insurance Corporation ( FDIC). They are not a deposit or other obligation of, or guaranteed by, the bank. They are subject to investment risks, including possible loss of the principal amount invested. They may involve sales charges and other fees. This site is for informational purposes only and is not intended to be a solicitation or offering of any security.

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