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Wealth Management

Do you need professional advice about investment options and financial services, but want local service you can rely on? Our team is here to help! Through our partnership with LPL Financial, we can help you put every aspect of your finances into one solid plan. Whether it is saving for college, planning for retirement or investing for your personal or business goals.

We are committed to helping you work towards your financial needs by providing quality, convenient and personalized service. It is our goal to work with you to build strategies aimed to preserve the assets you've worked hard to build. 

We have strategies to fit your goals and will work with you to find the right products and services that fit your individual needs, including:

  • Fee Based Investment Management
  • 401K Rollovers
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Annuities
  • Business Retirement Plans
  • College Planning

Consultations with an LPL Financial Wealth Manager at Federal Savings Bank are available without cost or obligation. Contact Wealth Management Assistant Meredith Anderson at 1-888-860-8242 to schedule an appointment. 

 

updated LPL disclosure Sep2014