State Street Investment Center

INVESTMENTS - INDIVIDUAL RETIREMENT ACCOUNTS

A plan for retirement requires careful planning to create a diversified portfolio that helps you achieve your goals while minimizing risk and tax liability. We can suggest ways to build a future for you without compromising your short-term financial objectives.

At State Street Investment Center, we will help you pursue your retirement goals. We offer a full range of retirement planning tools - including tax-deferred accounts and investments - as well as friendly, knowledgeable experts. Call us or visit one of our representatives the next time you are in the bank. Or browse our online resources to learn more about retirement planning products and services.

We also offer a free quarterly Financial Directions newsletter. Contact us by phone or e-mail to subscribe to our newsletter or make an appointment to discuss your retirement plan needs.

SOME OF THE PRODUCTS AND SERVICES WE OFFER:

• Money Market Accounts
• Mutual Funds
• Bond Funds
• Tax Deferred Annuities
• Index Annuities
• Retirement Plan Rollovers
• Retirement Planning
• College Savings Plans
• Asset Allocation

We offer both Personal and Business IRA plans.

Contact a State Street Investment Center representative at (888) 879-2183 or email us for more detailed information on types of IRAs.

Investment Products Offered
Are Not A Deposit
Are Not FDIC-Insured
Are Not Insured By Any Federal Government Agency
Are Not Guaranteed By The Bank
May Go Down In Value

Securities offered through United Heritage Financial Services, Inc.
707 E. United Heritage Ct,   Meridian, ID 83642
Member NASD, SIPC          1-800-657-6351

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