RSB Wealth Management
RSB Wealth Management provides personalized financial planning, including a wide range of investment and insurance solutions, to individuals, businesses, and not-for-profit organizations. From 401(k) rollovers, to education funding, to life insurance and long-term care management, our team of professionals will give you the advice you need to make informed decisions about your investments. We act as fiduciaries in the advice we give to our clients, meaning we put their best interest before our own.
We offer a free initial consultation to evaluate your financial situation. We take the time to learn about you and your unique needs. Then we develop and implement solutions to help you achieve your financial goals. Our clients are welcome to meet with us any time they need to review their current situation, if their situation changes, or if it is time for a regular review.
Contact us today to schedule your free consultation at 800-732-8601 or This email address is being protected from spambots. You need JavaScript enabled to view it..
We can help our clients with:
- 401(k) Rollovers
- Traditional and Roth IRAs
- Educational Savings Accounts
- Employer-Sponsored Retirement Plans
- Stocks, Bonds, Mutual Funds, Annuities
- Long-Term Care and Life Insurance
- Investment Advisory Services
- Charitable Giving Services
- So much more!
We offer a wide range of products, including:
- Stocks
- Mutual Funds
- Bonds
- Annuities
- CDs
- Money Market Accounts
- Life Insurance
- Long-term Care Insurance
- Disability Income Insurance
Meet our Advisor:
Nathan White, AIF®, CPFA is the Financial Consultant at RSB Wealth Management. He puts his more than 20 years of experience to work in servicing our clients and leading the Wealth Management division.
Nathan comes to us from our broker/dealer Midwestern Securities Trading Company, LLC, where he is the Chief Financial Officer and part owner. He holds multiple professional licenses and several fiduciary designations. He has been helping clients outline their financial goals and develop plans to work toward those goals for more than two decades. He is dedicated to providing personalized financial advice tailored to each client’s unique situation.
He can be reached by phone at 800-732-8601 or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.. You can also meet with Nathan by appointment at our offices. He looks forward to getting to know you and your financial goals.
Disclosures
RSB Wealth Management is a division of Rushville State Bank (RSB). Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and RSB are not affiliated. Information provided by Registered Representatives of MSTC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations.
Check the background of this financial professional on FINRA's BrokerCheck.