Providing traditional strategies and reliable services, as we partner with you in building wealth and managing risk, to meet all your financial goals.
Brian Card PSB Investment Advisor (on left) 309-385-4375 firstname.lastname@example.org
Corey Kelly PSB Investment Advisor (on right) 309-693-9494 email@example.com
We offer a free consultation, where we take time to learn about you, and to evaluate your financial situation. We then craft and implement solutions in order to help you achieve your goals.
It doesn't stop there. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
Portfolio Construction and Management
We construct a portfolio based on your current situation and the goals you are trying to meet. We are available to meet regularly to review your portfolio. We take a hands-on approach to ensure that your portfolio reflects your needs and goals.
Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
We can analyze your current plan that is being offered to your employees and provide objective feedback. If areas need improvement, we'll recommend a course of action. We can also assist in implementation of a new plan that meets the needs of your business.
Products and Services we offer:
- Stocks, Bonds, Mutual Funds, CDs, Money Market Accounts, Annuities
Individual Retirement Accounts
- Traditional IRAs
- Rollover IRAs
- Roth IRAs
Insurance Products and Services
- Life Insurance
- Long-Term Care Insurance
- Disability Income Insurance
Employer Sponsored Retirement Plans
- 401(k), 403(b), 457, Simple IRA, SEP IRA
529 College Savings Plans
- Analysis of Financial Goals
- Preparation of Financial Plan
Investment Advisory Services
- Fee based asset management
- Independent Investment Analysis
For more information on PSB Investment Services, please call us at 309-385-4375 or contact us online.
Securities are not FDIC insured, carry no bank guarantee, and may lose value. Securities, Insurance and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC. Member FINRA/SIPC.