FSB Wealth Management: Investment Services

Meet Your Advisors

Services

Our Process

• Understand
  • We get to know you so we can create a plan that helps you accomplish your financial goals.
• Analyze
  

  • We do our homework to find the right investment solutions for you.

• Recommend
  • We recommend what we believe to be the best solution for you.
• Act
  • We diligently execute and monitor your investment strategy to accomplish your goals.

The Financial Pyramid

¹Often coordinating the services of the CPA and the attorney on the legacy planning process

²Independent with the capacity to utilize a variety of insurance companies

The FSB Difference

Our Foundational “A” Class Values

Approachable - We listen to your goals, questions, challenges, aspirations, and financial journey thus far to determine strategies that achieve your goals.

Attentive - We take a thoughtful and caring approach to your finances. We have developed many relationships with business partners at Farmers State Bank and a trusted network of professionals to coordinate with to save you time.

Authentic - We live by the Golden Rule. We make it our mission to simplify complex problems and find impactful solutions. Our relationships with clients are of the utmost importance to us, and each one matters. We make it a point to treat every client as if they are our only client.

Avid Learning Approach - We stay up-to-date with new information as things change quickly in the market and the financial services world. We believe in lifelong learning and seek knowledge that offers more services and solutions for you and your family.

Analytical - Our strategy is to provide comprehensive planning by thoroughly asking you the right questions to create successful solutions. We are conscientious by nature and enjoy focusing on every detail so you can focus on what is important to you.

Contact Us

Securities offered through Registered Representatives of Cambridge Investment Research Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Products sold are not FDIC insured, have no bank guarantee, and may lose value. Cambridge is not affiliated with FSB Wealth Management and Farmers State Bank. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CO, FL, GA, IA, IL, KS, MA, MO, MN, MT, NC, OH, TX, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, FSB Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS