Our Services

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Comprehensive Personal Financial Planning

  • WealthVision, powered by EMoney

Retirement Accumulation and Income Planning

  • IRAs, including:
    • Traditional
    • Roth
    • SEP
    • Simple 

College Planning

  • 529 plans
  • Education IRAs 

Estate Planning

Investments

  • Mutual Funds
  • Corporate and Municipal Bonds
  • Common Stock
  • Treasury Notes, Bills and Bonds
  • Alternative Investments
  • Structured Products

Insurance Products

  • Variable & Fixed Annuities
  • Life Insurance
  • Long-term Care

Commercial Services

  • Retirement Plans
  • 401(k) plans
  • 403(b) plans

Our recommendations will always be based upon your best interests and the information you provide to us.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The LPL registered representative may only discuss securities or transact business with persons who are residents of AZ, CO, FL, KY, LA, NC, MI, NY, OK, PA, TX, WA, WV.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

St. Martin Bank & Trust and SMB Investment Center are not registered broker/dealers and are not affiliated with LPL Financial.