Helping Plan For The Future
State Bank Wealth Management offers a full spectrum of retirement products and services. Whether you need a plan for an owner-only business or a fully serviced daily valued 401(k), State Bank Wealth Management is your solution. Let us assist you with a start up, new plan or provide greater options and service to your existing plan.
- Defined Contribution and Defined Benefit Plans
- IRA Rollovers and Management
- Qualified Plan Design and Administration
- Allocate and Maintain Plan Participants Records
- Employee Education and Counseling
All of our plans are written on IRS approved prototype documents, providing cost-effective compliance with the tax codes. In addition, each plan provides an open architecture giving the investment flexibility (as allowed by plan type) you are looking for. Investment portfolios can be established utilizing several different mutual fund families.
Our Holding Company
Contact SB Financial Group (NASDAQ - SBFG), our holding company, to learn more or request an investor packet.
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The State Bank provides the products and services you need to make life easier.
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Our local, expert staff provides custody, trust and investment management with the highest quality service. You can expect first-class in all that we do. We look forward to serving you.
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