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Hanzlik Financial

 

Since 1990, at the various First State Bank and Trust locations, 
Hanzlik Financial has offered 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 is a comprehensive financial services firm committed to helping clients improve their long-term financial success.  We provide you with:

  • Expertise: A team of knowledgeable professionals work together to help maximize the resources required to provide you with carefully crafted strategies to help you meet your financial needs.
  • Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to meet your needs.
  • Exceptional service: "Service that excels" is our trademark. We provide consistent, responsive service that is underscored by dedication of our staff and our commitment to provide strategies that reflect the needs and goals of our clients.

We provide a variety of services and can help if you are accumulating assets or are in your distribution phase, if you are looking for protection strategies, or if you are striving for any of a hundred other financial goals. If you are a business owner, we can relate.  At Hanzlik Financial we understand the importance of proper preparation and for your business to reach its full potential, you need to understand the financial tools at your disposal.  Let us apply our expertise to help you succeed.

Hanzlik Financial provides 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 Savings Strategies (529 Plans, Coverdell's, and UTMA/UGMA's).
  • Protection Strategies (Life Insurance, Disability Insurance, and Longe Term Care Insurance).
  • Employer Sponsored Retierement Plans (401 (k), SEP, and IRA's).
  • Business Strategies (Key Person, Executive Benefits, Valuations, Succession Strategies)

Whether you're looking to protect yourself, your family, or your business, we are able to provide solutions.

For more information, visit www.hanzlikfinancial.com or call Rich Hanzlik and Kyle Heller at 651.351.3776 or 800.848.4897.

Hanzlik Financial and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independentt of Securian.  Certain individuals associated with Hanzlik Financial are registered with and offer secuirties and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, members FINRA/SIPC.  Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and  CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA's BrokerCheck.  For information about which individuals associated with Hanzlik Financial are Securian and CRI Securities, LLC's behalf, please contact Securian at 1-800-820-4205.  (732690/DOFU 10-2013)

First State Bank and Trust does not offer any securities or investment advisory services. CRI Securities, LLC Securian Financial Services, Inc. and Hanzlik Financial are not affiliated with First State Bank and Trust.

Not FDIC/NCUSIF Insured * Not a Deposit Product * No Bank/Credit Union/Affiliate Guarantee * May Lose Value * Not a Condition of Any Bank/Credit Union Service * No Guarantee of Insurance Underwriter Performance

798464/DOFU 1-2014