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Wealth Services

Building a winning strategy around your present and future goals.

Successful life and business goals begin with a plan.

Discover how a partnership with the FB Wealth Management team and Infinex can create a financial road map strategically tailored to help you achieve your goals for today, tomorrow and into retirement.
Perfect for you if:
  • You are planning for retirement.
  • You are looking for ways to invest.
  • You want financial protection for you and your family.

Asset Management Services

Wealth management incorporates financial planning, investment portfolio management and a number of aggregated financial services. An ongoing relationship with a financial advisor will provide you with the management you need and the level of control you want.

Mutual Funds, Stocks and Bonds

Select from a variety of investment products, including mutual funds, stocks and bonds, to build a diversified portfolio and reach your goals. Our experts are available to provide you with clear, reliable help to guide your investing decisions.


Fixed, Variable and Indexed Annuities

Annuities are retirement products that may be used to help you increase and protect your savings or generate a stream of income. Select from our assortment of fixed, variable and indexed annuity products.

401K, IRA and IRA Rollovers

401K and IRA accounts allow you to save for retirement with tax-free growth or on a tax-deferred basis. Each account has different advantages, and our experts can help you decide which investment is right for you.


Key Person Insurance

Protect your assets with an insurance policy that compensates a business for financial losses that would arise from the death or extended incapacity of an important member of the company. Let us guide you through the business succession and protection process.

Life and Long Term Care Insurance

Life insurance can help manage the risk of financial loss by replacing income, protecting assets and playing a key role in estate planning. Long-term care insurance includes a range of nursing, social and rehab services for people who need ongoing assistance.


Buy Sell Agreements

A buy-sell agreement is a contract that provides for the future sale of your business interest or for your purchase of a co-owner’s interest in the business. Protect your interests with solutions from First Bank.

Personal and Business Retirement Plans

Our personal and business retirement plans can help you or your company to achieve personal and/or business goals while minimizing risk and tax liability. FB Wealth offers a full range of retirement planning tools combined with friendly and knowledgeable experts.


Trust and Estate Services

Estate planning can be a complex process. Our accounts can help you streamline the process of consolidating assets, buying and selling securities, managing cash flow to cover expenses and pay taxes.

Ready to get started?
Let’s Plan
Together
At FB Wealth Management, we understand that managing wealth successfully requires a different set of tools than the hard work and patience it takes to acquire that wealth. We have the depth of experience that helps ensure that your assets don’t just endure but grow and work for you to fulfill your specific long-term goals.
Connect with FB Wealth Management
Have questions? Contact us today for more information.

Securities and insurance products are offered through INFINEX INVESTMENTS INC., Member FINRA/SIPC. INFINEX INVESTMENTS INC. and FB Wealth Management, a division of First Bank, are affiliated entities. We do not provide tax advice. Consult your tax advisor.

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