Southcrest Investments
Planning your future should be your top priority. Buying a home, planning for your children’s education, and preparing for your retirement are important goals, but it can be difficult to prioritize them and dedicate your current financial resources to meet them.
 Lucinda Dallas Bentley at SouthCrest Investments can help you enjoy a comfortable lifestyle today, while planning for a financially secure future. Working together, we will develop a financial plan to match your individual situation and move toward your long-term goals using your financial resources. You can contact Lucinda at:
Lucinda Dallas Bentley
SouthCrest Investments
Located inside Bank of Upson downtown
108 S. Church Street
P. O. Box 790
Thomaston, GA 30286
Phone: 706/646-1406
Lucinda.Bentley@fintegra.net
Whether your goal is asset growth, income protection, capital preservation, or a combination of these, we have investment options to fit your needs.
Planning
 Pre-retirement Asset Accumulation Plans- Post-retirement Asset Management Plans
- College Planning
- Retirement Plans – IRAs, Roth IRAs, 401(k), Profit Sharing, SIMPLE Plans, Solo 401Kk)s
- Portfolio Analysis & Management
- Tax Reduction Strategies
- Small, medium, and large business assistance with financial consulting, goal setting, employee retirement plans, investment resources, and key person or split dollar life insurance
Investments and Insurance Products
 CDs and Treasuries- Mutual Funds
- Stocks and Bonds
- 529 College Savings Plans
- Education IRAs
- Fixed and Variable Annuities
- Unit Investment Trusts (UITs)
- Real Estate Investment Trusts (REITs)
Estate Planning
- Gifting and Charitable Planning
- Trust Funding
- Insurance: Disability, Long Term Care, Traditional and Universal Life Insurance
- Wealth Transfer
- Survivorship Life Insurance for Estate Taxes
Make an appointment to discuss how Lucinda Dallas Bentley can assist you in meeting your long term goals. E-mail her at Lucinda.Bentley@fintegra.net or call her at 706/646-1406. Get a jump start on your planning by reviewing the insurance care kit.
Investment and Insurance Products are offered through Fintegra Financial Solutions, an independent registered broker/dealer, member NASD/SIPC, OSJ phone 763.585.0503. Bank of Upson and Fintegra are not affiliated. Lucinda D. Bentley is a Registered Representative of Fintegra. Investment and Insurance Products: Are NOT Insured by Any Government Agency / Are NOT Bank Deposits / Carry NO Financial Institution Guarantee / Are NOT FDIC Insured / May Lose Value
| Links to other web sites are provided for our customers' convenience. Bank of Upson / Meriwether Bank & Trust is not responsible for the information displayed nor the maintenance of these non-bank web sites. |
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