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Retirement Planning Investment Management* FNB Financial Services will work with you to help achieve your goals and dreams by focusing on financial planning and tailor-making a plan that is designed to fit your financial situation. If retirement is your focus, we’ll discuss the different tools available to ensure your understanding, such as your Employer Sponsored Retirement Plans, Traditional and Roth IRA’s, and Annuities. If saving for your children/grandchildren’s education is important, we’ll review and explain the different plans available to you such as 529 plans, Coverdell Education Savings Accounts, Custodial Accounts, etc. If you are retired, we’ll review your current plan to see if there may be ways that we can enhance your position. Whatever your phase of life may be, rest assured that we will review the proper level of protection that you should have in place. Whatever your goals are, we’ll partner with you to help you get there! Brokerage Services* FNB Financial Services offer a wide array of investments for your self-directed accounts – just like you’d get if you were on Wall Street, which include:
*Securities and investment advisory services provided by Raymond James Financial Services, Inc. is an independent registered broker/dealer. Member FINRA/SIPC. For further information about our services, or to schedule a consultation, please contact one of our experienced advisors.
Disclosure NoticeInvestment, annuity and insurance products: 1) are not deposits or other obligations of, nor are they guaranteed by, Southern Michigan Bank and Trust or its affiliates; 2) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by Southern Michigan Bank and Trust or its affiliates; and 3) are subject to investment risks, including the possible loss of value.
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