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 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
Contact us today at (800)400-7067 to schedule a complimentary, no-obligation appointment.
To learn more about our investment and financial planning services, visit us on our new FB Financial Services website.
Retirement Planning Over 50
Income Strategies in Retirement
Consolidating Retirement Accounts
1 Securities and Advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Financial Services, a Division of Fremont Bank are not registered broker/dealers and are not affiliated with LPL Financial.
Investment and Insurance Products offered through LPL Financial are:
|NOT A BANK DEPOSIT
||NOT GUARANTEED BY THE BANK
||MAY LOSE VALUE
||NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Linking to Non-Fremont Bank Websites