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News and Information

Auto Loan Special!

03-Nov-2011

Now offering a SPECIAL LOW RATE for newer vehicles. Contact a Lender (http://www.sturgisbank.com/contact-loan-department.htm) today!..

Health Savings Account

03-Nov-2011

Health Savings Accounts (HSA) help you manage your health care expenses without risking health care coverage. Learn more (http://www.sturgisbank.com/health-savings-accounts.htm)...

Holiday Savings Account

03-Nov-2011

The Holiday Savings is a great way to put a little money aside throughout the year so you have the money you need for the holidays. Open your Holiday Savings today and enjoy the holidays without feeli..

U. S. Savings Bonds are Going Paperless

03-Nov-2011

On Dec. 31, 2011, the U.S. Department of the Treasury will end over-the-counter sales of paper savings bonds. Sturgis Bank & Trust Company will stop accepting applications for bonds on Dec. 29, 20..


There's a Difference at Sturgis Bank & Trust Company

Printer ViewYou Are Here: Home : Wealth Management : Oakleaf Financial Services

Oakleaf Financial Services

The planning process at Oakleaf Financial Services begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we focus on your tolerance for risk, and together, establish a personalized plan. We advocate investing with a long-term perspective and rebalancing periodically as conditions dictate.

Our objective is to help you achieve your financial goals. Whether your aim is to create a college fund for your children, reduce your taxes, plan for retirement, or develop and estate plan, Oakleaf Financial Services can suggest a solution for you that is designed to help you attain your goals and your future.

Contact an Oakleaf Financial Services Representative today.

Click here to access your Oakleaf Financial Services LPL Financial Account link. 

Investment Services

Income

  • Certificates of Deposit
  • Municipal/Government Bonds
  • Money Market Funds
  • Annuities
  • Bond Mutual Funds

Growth

 

  • Growth Stocks
  • Growth Mutual Funds
  • REITs

Tax Reduction

  • Tax-Free Mutual Funds
  • Tax-Free Municipal Bonds
  • Tax-Deferred Annuities

Retirement

  • Qualified Retirement Plans
  • Life-Insurance Products
  • Tax-Deferred Annuities

Insurance Services

  • Life
  • Disability
  • Long-Term Health Care Insurance

Fee-Based Planning

  • Offered through LPL Financial

Click here to access your Oakleaf Financial Services LPL Financial Account link. 


                     Securities and Insurance Products Offered Through LPL Financial
Member FINRA/SIPC

 

                      Not FDIC Insured

 Not Bank Guaranteed May Lose Value

Not Guaranteed by any Government Agency

               Not a Bank Deposit

                Sturgis Bank & Trust Company is not a broker/dealer nor affiliated with LPL Financial