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Wealth Accumulation

Financial success only happens with the proper planning and discipline. Through each stage of your life it is important to evaluate your resources, priorities and goals. Then, we can work to develop the best strategy for you to meet those financial goals. Guiding our clients through life’s transitions, we will look to a diverse number of investments and accounts to build you a customized plan.

Together we’ll review:

  • Traditional, Roth and Rollover IRAs
  • Stocks, Bonds, Mutual Funds
  • Fixed, Indexed and Variable Annuities
  • Simple and SEP IRA or Self –employed 401K’s
  • Alternative investments such as REITS and BDCs
  • Advisory Accounts
  • Trusts
  • Estate Planning

During your session, Shari Hopkins will help you determine your goals, develop or evaluate your current plan, and offer advice.

 

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