Retirement Plans:
We can help you select a retirement plan that’s right for you. You can choose from traditional and Roth Individual Retirement Accounts, Simplified Employee Pensions, SIMPLE Plans, 403(b) tax sheltered savings and other personal retirement plans.
In addition, our office has access to the products to fund 401(k) and other corporate pension plans and the pension administration services of Ohio National Financial Services and W.F. Coe Administrators, Inc.
Mutual Funds:
Whether your investment objectives are for capital growth, taxable or federally tax free income or some diversified mix of funds, a licensed investment representative can help you choose among many mutual fund companies that would be appropriate for your needs.
Education Savings:
Saving/investing for future college expenses is made easier with the use of Coverdell Education Savings Accounts, Section 529 Savings Plans and other accounts. We can show you the several options and advantages of each, including income tax savings.
Tax Deferred Annuities:
If you are saving for the future, either within or outside of a retirement plan, an annuity can offer a competitive return with the advantage of tax deferral. Annuities can be arranged to have fixed interest, be equity-linked or variable with non-guaranteed investment options (or portfolios).
Life & Disability Insurance:
Various forms of insured income protection are available through the Investment Center. These include term and permanent forms of life insurance and disability income insurance to help protect future earnings.
* This financial institution is not an insurance agency. Securities are offered by The O.N. Equity Sales Co., a registered broker/dealer, member FINRA/SIPC . Greenwoods State Bank is not a broker/dealer, nor is it affiliated with The O.N. Equity Sales Co. Investments including mutual funds are not deposits with or obligations of the bank, are not guaranteed or endorsed by the bank or its affiliates and are not insured by the FDIC, Federal Reserve Board or any other Government agency. Purchases of non-deposit products involve investment risks including possible loss of principal amount invested.
This website does not constitute an offer of products or services in states where The O.N. Equity Sales Co. is not registered.
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