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Happy Investment Services

Retirement Planning

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Happy Investment Services will be there every step of the way. Whether you’re just starting to plan for the future or you’re well on your way, our team of professionals offers a wide range of investment options including:

  • 401(k) options
  • Small business retirement plans
  • Stocks
  • Bonds
  • Annuities, ETFs, REITs

Investing in a 401(k) gives you flexibility.

The tax advantages of a 401(k) begin with the fact that you make contributions on a pre-tax basis. That means you can deduct your contributions in the year you make them, which lowers your taxable income for the year. And if you move jobs – you can rollover your funds into an IRA or your new employer’s retirement plan.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Happy State Bank and Happy Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Happy Investment Services, and may also be employees of Happy State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Happy State Bank or Happy Investment Services. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value


The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, FL, GA, IN, IA, KS, KY, MD, MO, MS, NE, NV, NM, NY, NC, ND, OH, OK, OR, TN, TX, UT, WA, WI

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Check the background of Happy Investment Services or someone from our team.

Prepare for the road ahead.

We have a variety of small business retirement plans that offer self-employed, entrepreneurs and sole proprietors and their employees, tax-advantaged ways to save for retirement.