Retirement planning
Secure your future
We can help you build your nest egg for a secure and stable retirement. Starion Financial is where you can gather all of your financial management in one place, using bank CDs that are guaranteed safe and growing.

We help retirees continue to plan, so they can live a full life during retirement. We can answer your questions about contributions, deductions, withdrawals and penalties related to IRAs.

 


Bank Traditional IRAs


If you like complete safety, you may establish an IRA using a CD as the investment vehicle. Your money is FDIC insured up to $250,000 and grows for when you need it.


Bank Roth IRAs


This is very similar to a Traditional IRA, but you invest after-tax dollars. Contributions are not tax deductible, but the withdrawals are tax-free after a specified period.


Other Investments * (Currently offered only in Bismarck-Mandan, Fargo, Oakes, Ellendale)

Everyday decisions about how you invest your time and money have a big impact on your success in life. Many people don't stop to prepare because it feels so overwhelming. The choices are countless. The challenges of managing money seem daunting.

 

A Starion Investment Services investment executive will do the homework and guide you with:

  • Saving and investing within your household cash flow
  • Preparing for tuition expenses
  • Investing for retirement income
  • Preparing for long-term care
  • Protection and allocation of your estate**
  • Money decisions that can help you toward your dreams

 

Tell them your goals. An investment executive will suggest the choices best geared toward your goals and comfort levels: investments, mutual funds and other vehicles.

 

PrimeVest Financial Services, Inc. is an independent, registered broker/dealer. Member SIPC/FINRA. Securities and insurance products offered by PrimeVest: * Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * not insured by any federal government agency. View PrimeVest privacy policy and other important information.

**Consult your legal or tax counsel for advise and information concerning your particular circumstances.  Neither PrimeVest, nor any representative may give legal or tax advise.

 

Investment executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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