Through our relationship with SagePoint Financial Inc., we can provide access to financial expertise and strategies for virtually every planning or investment need.
Our financial services team has information and access to a comprehensive array of investment products and services, including stocks, bonds, mutual funds, annuities, Individual Retirement Accounts, life insurance and more.
Do you know where your retirement money will come from? Will you have a dependable stream of income when the time comes? We can help you sift through all of your choices and point you toward the investments best suited for your goals and risk tolerance.
Planning for the unexpected is crucial to a solid financial plan. We are able to offer many insurance products including life, health, long term care, disability, auto and home insurance policies.
Tailored investment strategies can help you invest with confidence. Rely on trustworthy professionals who understand sound investing practices and experience you can count on.
Saving for Education
Are you planning to help your children, grandchildren or another child close to you with their education expenses? Or thinking of taking classes yourself? There are multiple different types of education savings plans available so that you can find an option that works best for you.
Is there a plan in place to ensure loved ones are properly taken care of when you’re no longer around to do so? Whether your estate is large or small, institute a plan to have assurance that it will be distributed appropriately when the time comes.
IRAs and Rollovers
If you change jobs, don’t leave your 401k behind. We can help you through the process of rolling over your 401k from your previous employer into a 401k you can manage.
Securities offered through SagePoint Financial, Inc., member FINRA/SIPC Insurance services offered through PFSB Financial Services. Peru Federal Savings Bank and PFSB Financial Services are not affiliated with SagePoint Financial, Inc. Securities are not FDIC insured; obligations of or guaranteed by Peru Federal Savings Bank and may lose value.
Insurance services offered through PFSB Financial Services. Peru Federal Savings Bank and PFSB Financial Services are not affiliated with SagePoint Financial.
This communication is strictly intended for individuals residing in the State of Illinois.