For many in Boone County, State Bank is a familiar name—a trusted local institution that has supported individuals, families, and businesses for generations. What some may not realize is that State Bank also makes available a full suite of investment and financial planning services on its premises through a relationship with Compass Investment Services (CIS).
Compass Investment Services, located inside State Bank, is the bank’s dedicated wealth management practice, working closely with clients to help them plan for the future with confidence.
“At its core, Compass Investment Services is about helping people make informed financial decisions,” says Brockton Yoder, CFP®, Financial Advisor. “We work with individuals, families, and business owners to create strategies that are designed not only to help them achieve their goals but to bring clarity and peace of mind.”
A Local Approach to Financial Planning
Compass Investment Services reflects the same commitment to community and relationships that has defined the bank for more than a century.
Rather than a one-size-fits-all approach, CIS focuses on personalized financial guidance. Advisors take time to understand each client’s goals, whether that’s preparing for retirement, preserving assets, or planning for the next generation.
Most of the clients they serve are individuals and families across Central Indiana—people who value having a local advisor who understands both their financial picture and their community.
That local connection matters.
“Working with a local advisor means you’re not just a number,” says Bob Haymond, CFP®, Financial Advisor. “You’re working with someone who understands your goals and can guide you through important financial decisions with context and experience.”
Compass Investment Services, aligned with State Bank’s philosophy, believes financial decisions are best made close to home, by people who understand the communities they serve.
Navigating Life’s Big Financial Questions
No matter where someone is in life, certain financial questions tend to come up again and again:
- When can I retire—and will I have enough?
- How do I protect what I’ve built?
- What’s the best way to care for my family financially?
- How do I measure whether I’m on track?
For those approaching retirement, these questions often become more immediate.
“One of the most important starting points is understanding your retirement budget and how your resources will support it,” Yoder explains. “From there, it’s about building a strategy that helps ensure you don’t outlive your savings.”
That includes evaluating income sources, investment strategies, and what advisors often refer to as a “decumulation” plan—how assets are structured and withdrawn over time.
It also means making sure foundational elements are in place, such as estate documents, wills, and healthcare directives.
Making Sense of Medicare
Health care is another critical piece of the retirement puzzle—and one that can quickly become overwhelming.
To help address this, Compass Investment Services will host a live Medicare educational event in June, open to members of the community.
“Medicare can be complex, and there are a lot of options to consider,” Haymond says. “Many people aren’t sure where to start or how to determine what’s right for their situation.”
The event is designed to simplify that process, offering clear, easy-to-understand information about how Medicare works, the different types of coverage available, and how to evaluate options such as traditional Medicare and Medicare Advantage plans.
Because those decisions aren’t one-size-fits-all, education is key.
“Our goal is to help people feel more confident in the choices they’re making,” Yoder adds.
Planning for What’s Next
At every stage of life, financial planning is about more than numbers—it’s about preparing for what comes next.
State Bank continues its long-standing mission of supporting the financial well-being of the communities it serves—not just through banking, but by arranging with Compass Investment Services to provide clients with guidance, education, and long-term planning support.
For Boone County residents considering retirement, navigating Medicare, or simply seeking a clearer picture of their financial future, Compass Investment Services offers a local resource to help them move forward with confidence.
Compass Investment Services is a financial advisory practice of Ameriprise Financial Services, LLC. This is an informational seminar. There is no cost or obligation. Please reach out to Compass Investment Services for information. Always consult a Medicare agent regarding your specific Medicare questions and decisions.
Ameriprise Financial and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Ameriprise Financial cannot guarantee future financial results.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial and the financial institution are not affiliated.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2026 Ameriprise Financial, Inc. All rights reserved.
