Trust in us to build your plan for a successful future.
When creating your comprehensive retirement plan, we will:
Begin Your Retirement and Financial Planning Now
Planning for retirement can be overwhelming. When can I comfortably retire? Which account should I draw from first? When should I collect social security? Our FSB Trust and Wealth Management team has the experience necessary to create your customized, comprehensive retirement plan to answer your questions.
We take a holistic approach to financial planning. We begin by getting to know you and understanding your needs and goals. We then develop and analyze action plans to help you make your goals a reality.
Throughout the planning process, we focus on ensuring you understand all of your options. We use interactive graphs to analyze and illustrate the impact of your important decisions. We will review the plan details with you to ensure you understand the reasoning behind our recommendations.
We also review your current investments and discuss investment options during retirement. In addition, we will consult with your attorney or accountant, as needed, when developing your plan.
The retirement planning process continues after your initial plan is completed. We will plan to meet with you annually, or when a life changing event occurs, to review and update your plan as necessary.
Our mission is to help you understand what’s necessary to make your retirement goals a reality. You’ll feel confident that the plans we’ll build together will keep your goals on track, no matter your life stage or financial situation.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE
