How Our Retirement Advisors Can Help You
Our retirement advisors offer personalized guidance tailored to your specific goals, timeline, and comfort level. Whether you’re just getting started or fine-tuning your retirement income plan, we’ll walk you through your options, including IRAs, 401(k) rollovers, and investment strategies designed for long-term security.
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Retirement Planning Services Overview
Guiding you through every stage of your planning journey.
Retirement Investment Planning
Tailored strategies that match your timeline and risk tolerance.
Key Benefits:
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Strategies designed to maximize your retirement income
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Advice on pensions, annuities, and social security
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Ongoing maintenance to ensure your plan stays on-track
Individual Retirement Accounts (IRAs)
Achieve your goals with a retirement account that offers several benefits.
Key Benefits:
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Choose from Traditional, Roth, or SEP IRAs
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Potential tax deductions on contributions
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Contribution flexibility based on individual needs
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IRA / 401(k) Options
Changing jobs? Seamlessly transition your retirement funds without losing key benefits.
Key Benefits:
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Maintain tax-deferred status while rolling your funds over
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Avoid early withdrawal penalties
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Expert support through the rollover process
Retirement Planning Insights
Explore valuable strategies and resources to help plan for a secure retirement.
The FSB Difference
At the heart of FSB's approach lie the foundational "A" Class Values—approachable, attentive, authentic, avid learners, and analytical. These values ensure FSB understands your story and applies a strategy that aligns with your goals.
FSB Wealth Management simplifies complex situations and focuses on what truly matters to you.
Meet FSB's Wealth Advisors
BJ Fleming
Financial Advisor
BJ Fleming has been with FSB Investments since 2016, bringing over 20 years of financial services experience. He provides personalized wealth management through strategic planning and client-focused investment solutions.
Ryan Norton, MBA, CFP®
Financial Advisor
Ryan Norton has been with FSB Investments since 2016 and has over a decade of experience in financial services. A Cedar Rapids native, Ryan holds an MBA from the University of Iowa. He values deep client relationships and offers personalized advice.
Connect with a Wealth Specialist
Serving Clients Across Eastern Iowa
From Cedar Rapids to Marion and Hiawatha, our wealth advisors understand local retirement needs. We serve Iowa families with tailored planning, conservative investment strategies, and personal guidance every step of the way.
