Since 1990, at the various First State Bank and Trust locations, Hanzlik Financial has offered you an extensive range of investment and insurance services. Rich Hanzlik and Kyle Heller, independent investment representatives, are ready to help you formulate a strategy for your financial future that is goal-oriented, yet realistic for your lifestyle.
Hanzlik Financial gives you access to a wide range of financial and insurance products, including:
- Comprehensive Fee Based Financial Planning
- Wealth Accumulation and Distribution Strategies (Rollover 401(k), Brokerage, Mutual Funds, Annuities, and Investment Advisory Accounts)
- College Education funding Strategies (529 Plans, Coverdell’s, and UTMA/UGMA’s)
- Protection Strategies (Life Insurance, Disability Insurance, and Long Term Care Insurance)
- Employer Sponsored Planning (401(k), SEP, and IRA’s)
- Business Strategies (Key Person, Executive Benefits, Valuations, and Succession Strategies)
Our Financial Solutions
Personal & Family Solutions
Whether you’re saving for retirement, investing for the future, funding a college education or reaching for any of a hundred other financial goals, we can help.
Business Solutions
For your business to reach its full potential, you need to understand the financial tools at your disposal. We can apply our expertise to help your business succeed.