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Investment and Retirement Planning

The right investments allow you to live life the way you want.

Overview

Overview

Cadence Bank delivers retirement and investment services, tools and accounts, from simple to complex, to help you pay for college, buy a vacation home or save for life after work.

 

Our investment and retirement advisors have the knowledge and expertise to design and administer many types of solutions, including:

 

  • 401(k) retirement plans (traditional, safe harbor, Roth and simple)
  •  Self-directed IRAs (traditional and nontraditional asset classes) for marketable securities
  • Individual retirement accounts (traditional, Roth and simple)
  • Employee stock ownership plans (leveraged, non-leveraged and non-qualified)    
  • College planning
  • Profit sharing plans
  • Pension plans
  • Stocks and bonds
  • Mutual funds
  • Tax-deferred annuities     
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    Cadence also can set up monthly distributions to be deposited directly to your checking account from any bank, can withhold federal income tax upon request, and can establish monthly contributions through bank drafts.

     

    Rely on our financial advisors to help you understand your options so you can make educated decisions about your investment and retirement savings accounts.

     

    Contact us to discuss the latest retirement savings rates and learn how a personalized retirement plan can help to secure your financial future.

     


INSURANCE AND INVESTMENT PRODUCTS:
" Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit "

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