Retirement Planning

Whether your retirement is decades away or right around the corner, we can create a personalized strategy to help you pursue your dreams.
Retirement Accounts

Build Your Nest Egg

Retirement doesn’t begin at 65; it’s a journey that starts today. At FB Investment Services, our LPL Financial Advisors will meet with you to uncover your long-term goals. From there, we’ll build a complimentary financial plan that’s appropriate for you, your family and your future.

Retirement Income Strategies

We’ll look at retirement income sources including qualified retirement plans, Social Security, savings and investments. We will evaluate your current sources and identify potential new ones.

A Sound Approach

Taking into account your risk tolerance and time horizon, we’ll review the various asset allocation models and investment vehicles that could be used to build your nest egg.

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LPL Financial Account View

View your LPL Financial account quickly and easily, 24/7, from any device with Account View. It’s a secure, convenient way to access real-time insights on your portfolio or conduct online trades.

4 Ways to Get Started

Enjoy peace of mind today as you plan for tomorrow and generations to come. Contact us about building your estate plan.

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The financial consultants at FB Investments Services are registered representatives with, and Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Fremont Bank and FB Investment Services, a Division of Fremont Bank are not registered as a broker/dealer or investment advisor. Registered representatives of LPL who offer products and services using FB Investment Services, are also employees of Fremont Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fremont Bank or FB Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT A BANK DEPOSIT NOT GUARANTEED BY THE BANK MAY LOSE VALUE
NOT FDIC-INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.