Financial Planning Options

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Financial Planning Options

As a business owner, you make countless decisions for your company every day. The State Bank has connected with The State Wealth Advisors to help make financial decision making easier. Our team will navigate with you through creating financial plans, transition plans, business retirement plans, and executive compensation plans – everything you need to get you to your better state.

Our team is equipped with an experienced, knowledgeable staff who have the confidence to ensure your financial dreams come to fruition.

Financial Plans

Ensure that you have an appropriate financial plan for you and your business. The team at The State Wealth Advisors will help you evaluate your business and personal financial strategies. The State Wealth Advisors will:

  • Handle all the details
  • Make recommendations
  • Track financial progress

Transitions Planning

Often your business is your retirement plan, or a major portion of it. Let us help you design a strategic transition plan to develop the best methods to maximize income and minimize your income taxes. Your business transition plan includes:

  • A customized strategic plan
  • Balance to ensure all factors are accounted for
  • Comprehensive personal financial plan

Business Retirement Planning

We have connected with The State Wealth Advisors to offer companies the ability to create or enhance their existing company sponsored retirement plans. The State Wealth Advisors coordinate business retirement plans by:

  • Diversifying your retirement sources
  • Assembling the best combination of investments
  • Finding administrative and record keeping services

Executive Compensation Plans

Reward your key executives. Your associate from The State Wealth Advisors will work with you to design compensation plans that ensure your executives are rewarded for their dedication and hard work. Let The State Bank help you:

  • Customize executive compensation plans
  • Ensure plans benefit key employees
  • Strategize for optimal tax efficiency

Reach out to us at (810) 714-3900 or visit The State Wealth Advisors online.

Check the background of this investment professional on FINRA’s BrokerCheck

Located at: 175 North Leroy Street, Fenton, MI 48430, (810) 714-3900

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at


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