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Services

FNB Wealth Management takes a disciplined, structured approach to wealth management, which allows us to give you the personalized planning that you deserve. While developing your unique financial plan, we will walk you through our step-by-step process to help you feel confident in your financial decisions.

Our Process

  1. Meet your advisor for a completely confidential conversation to uncover your financial goals and assess your unique financial situation.
  2. Review your personalized assessment and decide on steps to accomplish your goals.
  3. Implement those steps to start you on the path to a brighter financial future.
  4. Monitor your progress toward your goals.
  5. Maintain open, ongoing communication to report progress and remain abreast of your evolving financial needs.

Our Products and Services

Once we understand your unique financial situation, we will develop and implement a personalized plan to work towards accomplishing your goals and objectives. This could include utilizing any of the following:

  • Stocks, Bonds, Mutual Funds, and Annuities
  • 401(k) Rollovers
  • Traditional and Roth IRAs
  • Money Market Accounts (with check writing)
  • Risk Management
  • Investment Advisory Services
  • Retirement Income Planning
  • Portfolio Construction & Management
  • Education Savings Accounts
  • Life, Disability Income, and Long-Term Care Insurance Planning
  • Estate Planning Assistance
  • Employer-Sponsored Retirement Plan Analysis for Business Owners and Managers
  • Employee Benefits/Group Health Insurance
  • Smartdonor™ Charitable Giving Services for donors and not-for-profit organizations

Employer-Sponsored Retirement Plans

Employer-sponsored retirement plans are an important tool for attracting and retaining quality employees. In Illinois, they are a necessity for many businesses who do not want to adopt a state-run plan.
With so many options available, it can be hard for an employer to know which plan is right for their company. We are experienced at helping businesses of all sizes and will work closely with you to uncover your unique needs. Then, we will work hard to custom tailor a plan that meets all your goals.
Once your plan is in place, we will continue to work with you to assess and evaluate your progress toward your goals.

Some of the plans we offer include:

  • Payroll deduct IRA
  • Simple IRA
  • SEP IRA
  • Solo K
  • 401(k)
  • Hybrid 401(k) (safe harbor; New comp.; cash balance, etc.)
  • Multiple-Employer Plans

Plan analysis

If you currently offer an Employer-Sponsored Retirement Plan, we offer a free analysis of your current employee benefits plan and provide you with objective feedback. If areas need improvement, we will recommend a course of corrective action.

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