Planning for Retirement

At United Bank & Trust, we help you prepare for an enjoyable retirement by answering your questions and providing a wealth of exceptional investment solutions.

Will you have enough to retire when you want? Are you doing everything you can to be prepared? Let’s create solutions together by making a plan, building in flexibility and keeping your goals at the forefront. You have plenty of options and a reliable partner to help you get there. Start when you’re young, or simply start today; it’s never too late to take charge and begin creating the future you were meant to enjoy.

Tips from United Bank & Trust
Retirement Plan Options >
IRA Opportunities >
An IRA Refresher >
Understanding Social Security >

Solutions from United Bank & Trust
Retirement Planning: Be ready for the retirement you envision with helpful money management, growth and investment solutions from United Bank & Trust. Learn more >
Savings: We make saving money second nature with simple savings plans and even automatic payments if you prefer. View accounts >
Life Insurance: Create personalized security for your family with our selection of life insurance solutions. Learn more >
Trust and Fiduciary Services: From trusts to IRAs, we can help you create a plan to ensure your assets are distributed as you wish. Learn more >
Estate Planning: We can help you draw up a will and estate plan that will meet the needs of you and your family members. Learn more >
Wealth Management: We offer professional management of your resources to help you conserve and build wealth. Learn more >
Financial Planning: We are experts at creating solutions to help you achieve your financial goals. Learn more >
Investments: We can help create personalized investment strategies that fit your needs today and tomorrow. Learn more >