Business Services

United Bank & Trust has solutions that can help ensure your money is always working for the benefit of your business. And we know that your financial needs often go far beyond the scope of personal investing. We can help with:

  • Retirement Options

    Whether you are a small business owner, professional practice or self-employed, your United Bank & Trust Financial Advisor can help you create a cost-effective retirement plan that is easy to set up and maintain. Choose from:

    • 401(k) Plans
    • Simple IRAs
    • SEP Plans
    Learn More



  • Succession Planning

    Prepare now for the next chapter in your success story. United Bank & Trust can help plan for your departure from your company. We’ll help you find solutions as you weigh your options going forward: 

    • Gifting, selling or liquidating the business during your lifetime
    • Keeping the business intact and in the right hands after your death
    • Protecting your heirs and your business with life insurance


    Learn More



  • Institutional Asset Management

    When you’re with United Bank & Trust, you get options and flexibility. Our team can design an investment solution tailor-made for your business or institution.

    • Endowments
    • Foundations
    • Pension Plans
    Learn More




Business Services & Features:

  • Experienced financial advisors
  • Custom designed solutions
  • Asset management
  • Retirement planning
  • Succession planning

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