There are many financial products in the marketplace today. Informed decisions about the products in any portfolio are best made after an assessment of you and your family’s needs. After meeting with a FSB Premier Advisor, you will be better informed to choose the products and services that address your unique situation.
Comprehensive financial planning at FSB Premier consists of us reviewing all aspects of your financial life in order to help you establish and prioritize goals. Next, we will recommend strategies to help you reach your goals. It is up to you whether you would like to implement the strategy with us and or on your own. Finally, we will meet regularly to review your progress towards your goals.
We assist business owners and executives with the design and implementation of corporate retirement plans as well as provide ongoing education to their employees.
We can either assist you with your investments on a transactional basis (you pay a commission when you buy and/or sell), or an advisory basis (you pay an annual advisory fee).
Given your goals, we will seek out and recommend the right type and amount of life insurance for you and your family. Our advisors can also provide an analysis of your current coverage.
Our advisors have extensive experience with setting up and managing various types of individual retirement accounts including traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Additionally, we assist clients with governmental retirement accounts including 403B and 457/401A accounts.
Annuities can be one of the most misunderstood products in the financial world. Let one of our advisors explain the pros and cons of fixed and variable annuities before deciding annuities are not for you.