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The world of investing can be a scary place. Please stop in and meet with one of our investment consultants today at United Southern Bank (USB) and let us help you create an investment program tailored to your specific needs. Whether you’re starting to save for retirement, a new home or car, or a college education, USB Wealth Management can help create your financial plan now, to work towards making your dreams come true.

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Full Service Brokerage Services

USB Wealth Management offers a variety of traditional, alternative, and other innovative products and services in a personal, low-pressure environment. Products include:

  • Stocks
  • Mutual Funds
  • US Treasury Bills or Notes
  • Municipal Bonds
  • Corporate Bonds and Notes
  • Agency Bonds and Notes
  • Brokered CD’s
  • Real Estate Investment Trusts (REIT’s)
  • Fee-Based Accounts

Retirement Planning

Can be shaped for any individual or employer

  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) Plans
  • Annuities

College and Education Planning

Some college savings plans can offer tax-deferred or tax-free growth of savings if monies are used for educational purposes.

  • Smart 529 College Savings Plans
  • UGMA/UTMA accounts (accounts for minors set up through the Uniform Gift/Uniform Transfer to Minors Act)

Business Planning

USB Wealth Management works with business owners to help ensure all their financial planning needs are covered.

  • Tax efficient investments
  • Retirement Programs
  • Disability insurance
  • Key man insurance
  • Buy-Sell Agreements
  • Business Succession Planning

Insurance Planning

USB Wealth Management will work with individuals, families and businesses to find coverage for all their insurance needs.

  • Term life insurance
  • Permanent life insurance
  • Key man insurance
  • Fixed and Variable Annuities

Trust Services

  • Estate Planning
  • Corporate Trust Services
  • And more

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

USB Wealth Management provides access to a full range of professional investment management services. Through our relationship with LPL Financial, we offer full-service brokerage, retirement plans, annuities and life insurance.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (KY, TN, FL).

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.  USB and USB Investments are not registered broker/dealers and are not affiliated with LPL Financial.

Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.