Copyright © 2008 The Simsbury Bank & Trust Company. All Rights Reserved.
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| Saving for retirement and building a retirement income management plan that you can depend on are two of the most important financial challenges we face during our working years. As a business owner, you are responsible not only for preparing for your own needs, but also for offering your employees the resources and support they need. Our financial advisors* are here to help you and your employees with this challenge. They will listen to your objectives and business situation and tailor a comprehensive plan to help you achieve your personal goals as well as help your employees achieve theirs’. Our financial advisors* offer you experience and unbiased advice supported by a full range of financial products and services from thousands of investment and insurance choices from well-known companies through LPL Financial and its affiliates, member FINRA/SIPC.
Our Financial Advisors* stand ready to work with you to tailor the following range of solutions to your unique retirement savings and income management needs:
Retirement Savings Plans for Businesses
- 401(k) and 403(b) Retirement Savings Plans
- SEP Plans
- Buy/Sell Agreement Funded with Life Insurance
- Profit Sharing Plans
- Money Purchase Program
Retirement Savings Plans for Individuals
- Individual Retirement Accounts (Rollover, Traditional, Roth, SEP, CD)
- Funding Options include mutual funds and Simsbury Bank CDs
- Life Insurance
- Term Life
- Whole Life
- Universal Life
- Variable Universal Life
- Annuities
- Deferred Variable Annuities
Retirement Income Management Services
- Income Management Planning
- Single Premium Immediate Annuities
- Variable Annuities
- Retirement Income Annuities
The cornerstone of any retirement savings or income management plan is a well thought out financial plan. Please contact our financial advisors for a free consultation, or call your banker to arrange for a joint meeting with them and one of our financial advisors. |
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*Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC.
| NOT FDIC INSURED. |
NO BANK GUARANTEE. |
MAY LOSE VALUE. |
| NOT A DEPOSIT. |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. |
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Equal Housing Lender