Personal Accounts - Investments
The Investment Center
FNB Wealth Management was founded to provide financial planning and investment advice
for individuals, families and businesses. The firm's key principles are Integrity,
Independence and Insight, factors we bring to each and every relationship.
Integrity of advice and advisors is the most critical factor in a relationship today. Investors
need to know they can trust the advice they are given and the foundation on which it
is based.
Independence is crucial in the current environment, as clients rely on
receiving advice and counsel focused on their concerns, not influenced by another
agenda or competing interests.
Insight is required to create the understanding of
both the client's unique situation and needs, and the current investment and economic
environment. Our firm's mission is to respectively bring these core principles to our
clients and implement a strategy tailored to each client that is delivered with world class service.
Principles
It is the philosophy of FNB Wealth Management to work with each client to clearly define their goals,
risk tolerance and individual or organizational considerations. It is critical to have a sound and
thorough understanding of where we are and where we intend to go, together, in order to build an
individualized plan.
With clear goals defined, we will develop a realistic strategy that includes the proper asset
allocation and investment selection that targets the ultimate goal, while addressing established
risk guidelines and liquidity needs. Ultimate goals and investing parameters may be inconsistent.
It is important to identify these inconsistencies early in the process and address them as we put
together an effective plan.
Putting the plan in place is only the beginning. The plan's performance is monitored on a regular
basis and adjustments are made to accommodate life events, market and economic developments, or
changes in personal goals. Regular communication is emphasized to stay on track and address any
required changes in a proactive way.
Throughout this process we strive for a deep personal understanding of our clients. We are not a
sales organization like other firms in the marketplace. We are a service firm that values your
relationship and will treat you with respect with an emphasis on Integrity, Independence and Insight.
Services Provided
Individuals and Families
• Brokerage Accounts
• Managed Accounts
• IRA/401(k) Rollovers
• Retirement Planning
• Estate Planning
• Annuities
• Life Insurance
Business
• 401(k) Planning
• 403(b) Planning
• Profit Sharing Plans
• Simple and SEP Plans
• Individual 401(k) Plans
• Money Purchase Plans
• Exit/Succession Planning
For more information, email us or please contact Trent Warren or Beverly
Keehn at (708) 485-2770.
Securities and Advisory services offered through LPL Financial. A registered
investment advisor. Member FINRA & SIPC.
Investments products and services available only to residents of :
California (CA), Florida (FL), Iowa (IA), Indiana (IN), Michigan (MI),
Missouri (MO), North Carolina (NC) and Ohio (OH).
We are licensed to sell insurance products in the following states of: Illinois (IL)
