Annuities and certain retirement plans are tax deferred investments, which means you have more control on when you pay your taxes, usually at a later date when disbursements start.

Certain bond investments, college savings plans offer tax free income, which mean if you meet the distribution criteria, your earnings are tax free!

Come in and talk to one of our Investment Officers today to discover your options!

* May be subject to alternative minimum tax. FB Financial Services & UVEST are not tax or legal advisors. Please consult your tax and/or legal advisor prior to making a tax or legal related investment.

Annuities: Fixed or Variable
Annuities can be great complements to an investors' portfolio. They offer tax-deferred income and variable annuities provide growth. Fixed annuities offer a fixed interest rate and are guaranteed by the insurance company providing the product.

FB Financial services offers annuities from highly rated companies. Talk to our Investment Officers to see if an annuity is suitable for your investment needs.

Email: fbfin.serv@uvestmail.com
Call: (800) 400-7067

Investment products and services may be available through UVEST Financial Services, Inc. Certain Wealth Management associates are registered representatives with UVEST Financial Services, Inc. and may assist you with investment products and services. Securities are offered by, and Investment Consultants are registered with UVEST Financial Services, Inc. Member FINRA www.finra.org /SIPC www.sipc.org.

Not FDIC Insured Not Bank Guaranteed May Lose Value

Not Guaranteed by any Government Agency Not a Bank Deposit