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Wealth Management

SBT Wealth Management


At State Bank of Toulon we are committed to helping our communities thrive. We are proud to partner with so many individuals, businesses, business owners and farmers and assist them in reaching their financial goals.

What are your financial goals? Do they involve sending your children to college... buying a dream home... traveling... retiring early? SBT Wealth Management can help you with any of these financial goals and more. Everyday, we create plans, provide guidance and recommend investment products - to people just like you.

Wealth Management

Planning for retirement is a very important financial decision. SBT Wealth Management offers a variety of retirement options for companies and individuals. We also offer employers the opportunity to work with one source to provide the plan consulting, investments, compliance and education.

Company Sponsored Retirement Plans

The key to selecting a retirement plan for your company is deciding which one offers the best combination of benefits and contribution costs. SBT Wealth Management can help. We have extensive and valuable experience in both administration and portfolio management for qualified retirement plans. We would be happy to work with you, your attorney, and your accountant to develop a program that meets your needs and objectives. Whether you are establishing a new plan or reviewing your current benefit program, we are ready to assist you.

We provide participants internet access to their account information and most plans are valued on a daily basis. Generally, participants are able to select their own investments from a menu of mutual funds. This allows the individual employee to control the level of risk they are willing to take. We also offer online investment education and advice to assist in making the investment choice. To find out which plan matches your retirement needs, give us a call.

Individual Retirement Accounts

An Individual Retirement Account, or IRA, is undeniably one of the best ways to invest money over the long term. Choose from a Traditional or ROTH IRA and enjoy tax advantages* while investing in your future. SBT Wealth Management can help you decide the best way to invest your retirement money.

*Consult your tax advisor regarding tax implications.

Other services include:

  • Life, Disability and Long-Term Care Insurance Planning
  • Financial Consultation
  • Portfolio Construction and Management
  • Investment Research and Analysis
  • Educational Seminars

SBT Wealth Management is a division of State Bank of Toulon (SBT). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and SBT are not affiliated. Check the background of this investment professional on FINRA's BrokerCheck.

Never e-mail your account numbers, PIN or social security number. E-mail is NOT SECURE. If you need to provide sensitive information for assistance, contact us by phone or send us an e-mail with your name and phone number requesting a call back.

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