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Retirement Planning

Retirement Planning

 

Retirement Planning

Many of us look forward to the day when we’ll be spending time with the Grandkids and not time sitting in traffic on the way to the office. However, retirement does not simply begin at 65; it’s a journey that begins today.


At FB Financial Services our SPF1 Financial Representatives will meet with you to uncover your needs and long-term goals, then build a complimentary financial plan, that will help you to uncover:

  • Which investment strategy is appropriate for you, your family, and your future
  • Review various asset allocation models and investment vehicles used to build a nest egg
  • Your risk tolerance and time horizon
  • Help you understand the ups-and-downs of the market and how they may affect your long and short-term goals

To learn more about retirement planning, contact us today to schedule a complimentary, no-obligation appointment. Call (800) 400-7067.


Retirement Planning Resources 
Retirement Planning Over 50
Income Strategies in Retirement
Consolidating Retirement Accounts
 

1 Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC)  and SEC Registered Investment Advisor. Investment Representatives are registered through SPF. Fremont Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
 

Products offered through SPF are:

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

 


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