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PSB Investment Services

Financial Advisor

Brian Card    
Director of Financial Services/Financial Advisor

Phone:  309-385-4375

Cell Phone:  765-479-4228

E-Mail:  bcard@midwesternsecurities.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.

Complimentary Financial Consultation

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.

Financial Advisor

Brian Card    
Director of Financial Services/Financial Advisor

Phone:  309-385-4375

Cell Phone:  765-479-4228

E-Mail:  bcard@midwesternsecurities.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.

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.

Financial Advisor

Brian Card    
Director of Financial Services/Financial Advisor

Phone:  309-385-4375

Cell Phone:  765-479-4228

E-Mail:  bcard@midwesternsecurities.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.

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.

Personal
  • We serve your individual investment needs by offering a variety of tools to help younger investors create a glide path to retirement, college planning, and risk management. Pre-retirees and retirees alike can utilize our expertise, advice, and state of the art tools to determine if their retirement dollars will last not only their lifetime but facilitate legacy planning, as well. Our solution-based approach includes:
  • Stocks
  • Bonds
  • Mutual Funds
  • Fixed and Variable Annuities
  • Rollover IRAs
  • Roth IRAs
  • Traditional IRAs
  • Life Insurance
  • Long-term Care Insurance
  • 529 College Savings Accounts
  • Trust Services and Accounts

For more information please contact:

Financial Advisor

Brian Card    
Director of Financial Services/Financial Advisor

Phone:  309-385-4375

Cell Phone:  765-479-4228

E-Mail:  bcard@midwesternsecurities.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.

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:

  • SEP IRAs
  • SIMPLE IRAs
  • 401(k), 403(b), 457 and other employer sponsored retirement plans
  • Life Insurance
  • Health Insurance
  • Disability Insurance

For more information please contact:

Financial Advisor

Brian Card    
Director of Financial Services/Financial Advisor

Phone:  309-385-4375

Cell Phone:  765-479-4228

E-Mail:  bcard@midwesternsecurities.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.

Financial Calculator

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.

https://www.calculator.net/tax-calculator.html