Investments

The simplified steps to your future

Our team at Wealth and Investment Services recognizes that while investing in the stock market can be a rewarding pursuit, it requires the right tools to achieve success. Our goal is to help you pursue your financial goals while protecting your assets. We listen to what you want out of life, whether that be preserving assets or growing them; building an investment portfolio for college expenses; or planning for retirement. It's our pleasure to help you manage all aspects of your personal finances so that you can make informed financial choices — no matter how large or small the decision may be.

Some services include:

IRAs, Rother IRAs, and SIMPLE IRAs

401(k) and 403(b)

Simplified Employee Pension (SEPs)

Non-Retirement Accounts

Municipal 457s

Savings Planning

We understand that investing can be complex and overwhelming. That's why we're here to help. Contact us today to schedule a consultation and start planning for your financial future.

schedule a no-obligation consultation

The complexity of investing, simplified.

IRAs, Rother IRAs, and SIMPLE IRAs

We help you understand the different types of IRAs available, such as Traditional IRAs, Roth IRAs, and SIMPLE IRAs, and create a strategy that best fits your financial situation.

401(k) and 403(b)

We help you understand the different types of 401(k) and 403(b) plans, and create a strategy designed to maximize your contributions and minimize your taxes.

Standard Pension Plans, Simplified Employee Pension (SEPs), and Municipal 457s

At Wealth and Investment Services we help you understand all types of retirement plans that offer different benefits and are designed for different types of employers and employees. Standard Pension plans, also known as defined benefit plans, are employer-funded plans that provide a set income to employees upon retirement. SEPs, on the other hand, are a type of employer-sponsored retirement plan that allows employers to make contributions to individual retirement accounts (IRAs) set up for employees. Municipal 457 plans are similar to 401(k) plans and are sponsored by state and local government entities for their employees. These plans offer a way for employees to save for retirement on a tax-deferred basis.

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Your Bank (“Financial Institution”) provides referrals to financial professionals of PL Financial LLC (*LPL”) pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. State Bank of Southwest Missouri and Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth and Investment Services, and may also be employees of State Bank of Southwest Missouri. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, State Bank of Southwest Missouri and Wealth and Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed
Not Bank Deposits or Obligations	May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, KS, MN, MO, NC, NY, OH, OK, TX, VA, WA