Security State Wealth
Management & UVEST

WORKING TOGETHER FOR YOU

UVEST Financial Services provides access to a wide variety of investment products and professional advice for financial institutions and their customers throughout the United States. These services are delivered by experienced, licensed representatives who are conveniently located in your financial institution. For many consumers, the world of investing can be confusing and intimidating. To help shed light on this subject, Security State Wealth Management and UVEST have joined to bring you quality products and services available, with a focus on common-sense investment strategies. Every investor has his or her own special financial goals and objectives. Whether planning for a child’s education or saving for a secure retirement, the UVEST Financial Consultant will give you the professional guidance necessary to develop a strategy best suited for your individual needs.

WHY IS MY FINANCIAL INSTITUTION OFFERING INVESTMENT SERVICES?

In 1981, the banking industry underwent a major regulatory change, allowing financial institutions to expand the services they provide to their customers. Many began offering investment services in order to provide their customers with a more complete range of financial services. Since that time, Security State Wealth Management has continued to provide ways to help you achieve your financial goals. They have recognized their customers’ desire to have access to a variety of investment products that are delivered conveniently and professionally. In today’s complex investment world, you need competitive services to help you meet your financial goals. With this in mind, Security State Wealth Management, after a great deal of research, has formed a unique partnership with UVEST to bring this service to you. Your UVEST representative, a dedicated professional, works only with Security State Wealth Management and its customers and serves as the link between your financial institution and access to the products and services described below.

WHAT PRODUCTS ARE AVAILABLE?

Through this alliance, Security State Wealth Management has access to a wide variety of products. Your representative will work with you to determine which products will be best suited for your unique financial situation. While the products themselves are important, the professional advice of our representative is what sets us apart. After meeting with your representative, you may choose to invest in one or more of the following:

Your representative can provide details on each of these different investment options and services.

HOW ARE INVESTMENT PRODUCTS SELECTED?

UVEST conducts continuous research on all of the investment choices we offer. Because of the numerous choices available, UVEST carefully examines the options and then provides our representatives with a list of approved investments. Our goal is to narrow the focus to the best available investments, while still providing the representative with enough choices to meet the needs of any customer. Customers have access to professional money management through mutual funds, annuities, and separately managed accounts, all from some of the best names in the industry. Our research, combined with the skills of the representative, will help you develop an investment portfolio that is right for you.

CAN UVEST HELP ME WITH ALL MY INVESTMENT NEEDS?

Your representative has the ability to offer a comprehensive package of services and investment products to meet the various needs of each individual investor. Because many of these investments involve more complex strategies, your choice of advisors is an essential ingredient to your ultimate satisfaction. Security State Wealth Management and UVEST have ensured that your representative will be able to offer you all you will need to meet your investment goals. From comprehensive financial planning to professional money management, the choices are endless, and our representative will work closely with you to determine which products and services best meet your needs.

ABOUT FINANCIAL PLANNING

One of the most valuable services we offer is comprehensive financial planning. Your representative will help you complete a questionnaire that will allow us to produce a personal financial plan for you. The plan can be used to focus on college education funding, tax reduction strategies, or retirement planning. This comprehensive approach allows your representative to identify your specific financial goals and design a plan to help you achieve them. The representative is trained to listen to your concerns and understand your needs. Through this conversation, you and the representative examine your complete financial picture, resulting in a personal investment plan that is right for you. The focus is always on the customer, and that means you can count on solid, objective advice and a concentration on long-term investment strategies.

HERE TO HELP

Whether your objectives are growth, safety, or income, your financial institution and UVEST are committed to helping you reach them. Take a few moments to speak with the UVEST representative and learn more. In many cases, the first step is often the hardest. Investment decisions do not have to be difficult or intimidating. Let our representative show you how easy, convenient, and rewarding investing can be.

Securities are offered by and financial consultants are registered with UVEST Financial Services. UVEST Financial Services and Security State Wealth Management are independent entities.

Not FDIC Insured  -  Not Bank Guaranteed  -  May Lose Value Not Guaranteed by any Government Agency  -  Not a Bank Deposit