FSB Investments

 

Button Our Investment Services

Our Services

Button Our Philosophy

Our Philosophy

Button Life Stages

Life Stages

Button Meet Our Experts

Meet Your Advisors

Our Services

Investment Management

Investment Management

Every client's savings goals are unique, and we'll work with you to understand your specific investment needs to match you with appropriate solutions.

College Planning

College Planning

With college costs rising, it is important to start saving early. We'll put the power of time to work for you using investment vehicles designed for safety and reasonable returns.

Wealth Accumulation

Wealth Accumulation

Wealth isn't built overnight. We focus on helping clients accumulate their assets throughout their lifetime ... as well as during their retirement.

 

Retirement Income Planning

Retirement Income Planning

You work and plan hard for your future. So do we. That's why our income planning strategies are targeted to help our clients enjoy consistent income throughout retirement.

Insurance Analysis

Retirement Income Planning

It's imperative to protect what you've built and the people you love. We'll help determine how much and what type of insurance is appropriate for you.

Retiring or changing jobs?

Aged couple riding bikes

We’ll help you consider your options and explain ways to continue tax-deferral of your retirement funds and avoid current taxes and penalties.

Ready to talk?

Ask for a free, no-obligation consultation with one of our advisors.

Contact an Advisor

Our Philosophy

There are three ways to make money: to earn it, to save it, and to invest it.

Our services are designed for those individuals who have the resources and mid- to long- term objectives but have neither the time nor the inclination to actively manage their investments.

We combine our experience and a deep understanding of the industry with today's most relevant tools to deliver the outcomes that support your financial goals.

Your investment strategy should be as unique as you are and tailored to meet your specific financial goals. We believe it is time you had a better way to invest ... with more choices and more control than ever.

Life Stages

As life changes, so do your needs.

Whether you’re just starting to invest in your future or approaching retirement, we invite you to explore what we offer.

 Life Stages Retirement Plans

If you’re beginning to plan for your long-term financial future

Retirement Plans:

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • SEP IRA
  • 401 (k)
 Life Stages Insurance

Throughout your life, it’s key to protect you and your family’s future

Insurance:

  • Life
  • Disability
  • Long-Term Care
 Life Stages Investments

To help you grow your portfolio

Investments:

  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
 Life Stages Annuities

When it’s time to plan for income in retirement

Annuities:

  • Fixed
  • Indexed
  • Variable

Meet Your Advisor 

Ryan Norton

Ryan Norton

Financial Advisor
Office: 319-730-6885
Email Ryan
This email is not secure, please do not include sensitive financial information.

“I help people make smart decisions with their money so they can live the life they choose.”
- Ryan Norton

Learn More

BJ Fleming

BJ Fleming

Financial Advisor
Office: 319-730-6976
Email BJ
This email is not secure, please do not include sensitive financial information.

"I enjoy working with my clients to discuss their unique needs and financial objectives, and then creating a customized plan to help them accomplish their goals."
- BJ Fleming

Learn More

Check the background of this investment professional on FINRA's BrokerCheck.

Securities offered through Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Available to residents of AL, AZ, CA, CO, FL, IA, IL, KS, KY, MA, MN, MO, NC, NY, TX, VA, WA. Products sold are NOT FDIC insured, have no bank guarantee and may lose value. Cambridge, FSB Investment Services, and Farmers State Bank are not affiliated.

 

Please join us for our Customer Appreciation Picnic on Sunday, August 18th at Veterans Memorial Stadium from Noon - 2:30!

 

Chat
Back to Top