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.
man and woman reviewing paperwork over a computer
Brian Card, MBA
Financial Advisor
Phone: 888-385-4375
Cell Phone: 309-518-9245
E-Mail: bcard@investatpsb.com
For your protection, please do not include confidential information in any emails you send to us.
Check the background of these investment professionals on FINRA’s BrokerCheck.
PSB Investment Services is a division of PSB. Securities are not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and PSB are not affiliated.
Information provided by Registered Representatives of Midwestern Securities Trading Company; LLC (MSTC) is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.
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.
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.
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.
We serve sole proprietors, corporations, and every entity in between by offering investment options, retirement plans, succession planning and group benefits. We prefer and encourage a team-based approach with your tax and legal professionals along with our internal commercial experts to best serve your business needs. Our investment and group benefit products for businesses include:
Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.