
At FSB, we’ll connect you with the right investment strategies to help you achieve your short- and long-term goals.
We specialize in the following areas:
- Financial Planning
- Private Investment Management
- Retirement Income Strategies
- Traditional and Roth IRAs
- Employer Retirement Plans
- Stocks, Bonds and Brokered CDs
- Mutual Funds and ETFs
- Fixed and Variable Annuities
- Life, Disability, and Long-Term Care Insurance
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Please call for a free, no-obligation consultation with either Brian or Carrie, or stop by FSB’s main office in Marion located at 1240 8th Avenue.









