Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investment Advisory Services

  • Fee Based Asset Management
  • Independent Investment Analysis

Traditional Brokerage Services

  • Stocks and Bonds
  • Mutual Funds
  • Money Markets

Individual Retirement Accounts

  • Traditional IRAs
  • Rollover IRAs
  • Roth IRAs

Insurance Products

  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance

Group Retirement Accounts

  • 401k and Profit Sharing Plans
  • SIMPLE IRAs
  • SEP IRAs
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 IMPORTANT DISCLOSURES

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.

Illini Investment Services is a division of Illini State Bank (ISB). 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 ISB are not affiliated.

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