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An important part of accumulating wealth is to create a sound financial plan for asset protection. Depending upon your need’s and the stage of life that you’re in, we will consider investments that provide different tax shelters, both tax free and tax deferred. We will also discuss the need for protection for your heirs through different life insurance strategies.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bankers’ Bank and Bankers’ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Bankers’ Wealth Management, and may also be employees of Bankers’ Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bankers’ Bank or Bankers’ Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value