Having choices is important in investment and financial planning.
We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. We also believe in diversification* as a sound strategy designed to reduce the inherent risk of investing. As a result, we offer our clients access to an extensive array of investment alternatives and services.
- Retirement Planning - Charting a course for your retirement destination with 401K or Defined Benefit and Money Purchase Plan.
- Financial Planning - Your financial future is important. Don’t trust it to just anyone.
- College Planning - What will it take to deliver the dream?
- Asset Allocation - Asset allocation versus diversification - what’s the difference?
- Asset Management - Discover the benefits of professional asset management.
- Mutual Funds - Your purchasing power . . . multiplied
- Stocks - How do stocks fit into my financial plan?
- Bonds - Are bonds right for you?
To learn more about our personalized and comprehensive brokerage services and to schedule an appointment, contact:
Chuck Dickson, CFP® at 847-905-3818 or inquire now about our brokerage services ›
*Diversification does not guarantee a profit or avoidance of loss. It is a means of controlling risk.
|Securities offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. FBT Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Wealth Management Department Services are: Not FDIC insured; not deposits of, and not guaranteed by the Bank or any other Federal Government Agency; investments subject to risk, including possible loss of principal. For more information, talk to your Wealth Management Advisor.|