Retirement Planning made simple
Planning for retirement can feel overwhelming, but at Peoples Trust, we’re here to make the process easier. Our team takes the time to listen to your goals and works with you to develop a personalized financial plan that aligns with your objectives. Don’t let uncertainty hold you back—start planning today.
Complete the Quick Contact form or call us at (605) 217-7782 to get started.
Personal Retirement Accounts
It’s always the right time to start thinking about retirement, whether you’re just beginning to plan or nearing your retirement years. If you’re unsure where to begin, our financial professionals are here to guide you. We’ll review your financial picture and ensure you’re on track to meet your goals.
We can also assist with:
- Starting contributions to a Traditional or Roth IRA.
- Transferring existing IRA accounts.
Let us help you take the next step toward securing your financial future.
Business Retirement Accounts
A retirement plan isn’t just a financial tool—it’s also a valuable employee benefit that can boost retention and satisfaction. [Peoples Bank] works with businesses to identify and implement cost-effective retirement plans tailored to their needs.
Our services include:
- Helping you select the right plan, whether it’s a 401(k), SEP IRA, SIMPLE IRA, or another option.
- Assisting with plan administration to simplify management.
- Providing ongoing investment monitoring to ensure the plan meets your goals.
At Peoples Trust, we’re committed to helping you and your employees prepare for a secure retirement. To learn more or discuss how we can help you, complete the Quick Contact form or call us at (605) 217-7782.
Peoples Trust Company nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.