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Financial Planning

Tools to Strengthen Your Position

 
Business Investment

Need some help balancing the books and making ends meet? Check into our Business Investment Account. The perfect balance of interest earning and cash liquidity that you need for your small business.

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Investment Services

We offer business savings, money market and certificate of deposit accounts through the bank for money you wish to invest.

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Corporate Cash Management

Our Wealth Management Division is here to help companies with the State Bank of Cross Plains Corporate Cash Management account. If your company tends to have a substantial balance of cash, our Cash Management account can help you earn more interest.

  • Allows you to invest into higher yielding money market investments.
  • Access cash at any time*, which we refer to as a "sweep" account, that allows you to sweep money into and out of your corporate checking account when you need it.

For more information or to schedule a free consultation to discuss your specific needs, call our Wealth Management Division at (608) 798-1515.

*Number of transactions negotiable.

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Employee Retirement Plans

Providing your employees with a benefits package is important in today's competitive employment market. We recognize that you want to retain your employees and keep them happy. That's why we offer a variety of Qualified Retirement Plans for your business. We'll help you determine which plan is right for your business. Our Wealth Management professionals can help you set up Profit Sharing, 401(k), or Money Purchase Plans. In addition, we offer Deferred Compensation Plans designed to meet the special compensation needs of highly valued employees.

Call our Wealth Management Division today at (608) 798-1515 for more information.

Investment products

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value

 
Not all investment products are FDIC insured; Non-Deposit Investment Products (NDIPs) are not a deposit or other obligations of, or-guaranteed by, State Bank of Cross Plains; Non-Deposit Investment Products (NDIPs) are subject to investment risk, including possible loss of principal amount invested.

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