Smart Stable Investments.

Picture this: you’ve aced the first act of your financial life. Now, you’re ready to rewrite the script for the second half. Encore! We’re here to help you orchestrate an amazing financial performance in your retirement years.

Whether you’re planning a world tour of adventure or a symphony of leisure, we offer Certificates of Deposit (CDs) and IRAs to help grow and secure your hard-earned savings. So, grab your metaphorical microphone, step onto the center stage of your financial future, and let’s create a grand finale worth celebrating!

grow your savings

like a pro!

Lock in your savings

Certificate of Deposit

Our Certificates of Deposit (CDs) offer a secure haven for your savings. Enjoy guaranteed returns and watch your money grow with dependable interest rates. It’s the perfect way to lock in your financial future and plan for a worry-free tomorrow.

  • Terms vary from 6 months to 5 years
  • Earned dividends can be transferred to savings or checking or added to the certificate balance
  • Minimum balance is $500
Roy and Kari Brown
The Browns’ Story

Retire on your terms.

Individual Retirement Accounts (IRA)

Imagine a retirement where you call the shots. No more financial constraints, just the freedom to pursue your passions and live life to the fullest. Our IRA is your key to unlocking this dream. Today is the day to take control of your financial future and invest in a retirement filled with possibilities!

  • Tax-savvy savings
  • Traditional, Roth or Coverdell Education, depending upon your needs
  • Catch-up contributions allowed for 50+
Stan and Susan Cunningham
The Cunninghams’ Story

Planning? We’ve got a calculator for that.

Which is better for me, a Traditional IRA or a Roth IRA?

Traditional IRAs offer tax-deferred earnings and tax-deductible contributions. Roth IRAs offer tax-free earnings, but contributions are not deductible.

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How much will my Traditional IRA be worth at retirement?

Use this calculator to compute the amount you can save in a tax-deferred Traditional IRA.

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How much will my Roth IRA be worth at retirement?

Compute the amount you can save in a Roth IRA where you pay taxes on your income now, but withdraw the funds tax-free in retirement.

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How long will my retirement savings last?

Find out how long you can make recurring withdrawals of a specified amount from your savings account.

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What rate of return will support my retirement?

Find what rate of return is needed to make recurring withdrawals of a specified amount from an account.

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What savings amount do I need to fund my retirement?

Determine the total savings account balance needed to make recurring withdrawals of a specified amount.

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How much can I spend each month in retirement?

Compute how much you will be able to regularly withdraw from your savings account before you run out.

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Calculator disclaimer

The information provided by these calculators is intended for illustrative purposes only and is not intended to purport actual user-defined parameters. The default figures shown are hypothetical and may not be applicable to your individual situation. Be sure to consult a financial professional prior to relying on the results.

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Investment Resource (FAQ)

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