FB Investment Services

Investment Advisory Services

Our vision at FB Investment Services is to provide our clients with superior financial strategies, comprehensive products and an unparalleled service experience. Whether you’re looking for overall financial guidance, assistance with a specific financial goal or creating a comprehensive financial plan, we’re here to help.

Our advisors can provide you individualized service, and are here to work directly with you. Services include:

  • Reviewing Your Current Financial Plan
  • Retirement Planning
  • IRA, 401(k), 403(b), 457 plans, and TSP transition assistance
  • Tax Efficient Investments
  • Retirement Income Strategies
  • Education Funding Strategies
  • Life and Long Term Care Insurance

Comprehensive Financial Planning

The road to financial freedom can be often be more easily obtained by those who follow a plan created to help them work towards their specific investment goals. Let our advisors help you take the first steps toward building a confident financial future, by designing an individualized strategy.

Insurance and Risk Management Planning

Has your insurance kept up with the changes in your life?  If you’re like most people you probably already own some life insurance but is it still enough to cover all your needs?  Have you thought about Long Term Care Insurance and Disability insurance to cover you in case you’re sick or hurt and can’t work? 

It just takes a few minutes to uncover if you and those you love have enough coverage, let our advisors help you determine the right amount and type of insurance.

Retirement Planning

Many of us look forward to the day when we’ll be spending time doing what we want 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 Investment Services our advisors will meet with you to uncover your long-term goals and then build a complimentary financial plan.

Education Planning

Whether they want to grow up to be a farmer or a firefighter, as parents and grandparents we want to support them and their dreams, as best we can.

FB Investment Services, A Division of Fremont Bank can help you help your children and grandchildren by discussing the different plans available and uncovering what’s suitable for your family:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • UGMA & UTMA Custodial Accounts for Minors

As well as answer your questions about accessing the money in case of an emergency and financial aid.