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First National Investment Center
After you have accumulated a nest egg, how do you pass it back to the next generation without Uncle Sam taking a bite out of it?
First National Investment Center works with clients to provide creative alternatives to mitigate their tax liability. Our strategies strive to help clients to pass on their hard-earned money on a tax favored basis.
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CFP® is a mark owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured First National Bank In Olney deposits and are not FDIC insured. These products are not obligations of First National Bank In Olney and are not endorsed, recommended or guaranteed by First National Bank In Olney or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.