Products & Services
Our products include:
• Mutual Funds
• Money Market Accounts
• Life Insurance
• Long-term Care Insurance
• Disability Income Insurance
Types of Accounts:
• Brokerage (commission-based or fee-based): We have the flexibility to help build and manage your portfolio in a manner with which you're comfortable
• Mutual Fund Accounts: These are accounts held directly at a particular mutual fund company
Some of the account titles available in a brokerage or mutual fund account are:
• Individual or Joint Accounts
• Trust Accounts
• Custodial Accounts
• Traditional or Roth IRA
• Rollover IRA
• Simple/SEP IRA
• 529 College Savings Plan
• Employer-sponsored Plans
• Simple IRA
• SEP IRA
To learn more about these and other investment strategies, contact Karen Hansen at (217) 541-1223.
Not FDIC/NCUA Insured
Not Bank/Credit Union Guaranteed
May Lose Value
Not Guaranteed by any Government Agency
Not a Bank/Credit Union Deposit
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Please note that not all of the investments and services mentioned are available in every state.
Call today at (217) 541-1223
Investment Options for you and your employees
At SB Financial we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better: your family, your business, your financial goals and your investment needs.
Through our relationship with Midwestern Securities Trading Company, LLC, our clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a registered broker/dealer and a FINRA member firm.