FirstBank & Trust
Wealth Management

Investments

Through LPL Financial Services, we offer access to investment products and services that are as varied as our clients. These products include a wide variety of opportunities such as:

  • Stocks
  • Bonds
  • Mutual Funds
  • Money Markets
  • Annuities (including variable annuities)

In addition to traditional investment accounts, we also offer access to:

  • Section 529 Plans for education planning
  • A variety of retirement planning accounts such as; IRAs, SEPs, 401(k)s, 403(b)s, and SIMPLE Plans

When seeking to design a well-diversified portfolio using asset allocation* and money management principals plus determining your financial goals and desired rate of return, we recommend those investments consistent with your risk tolerance. We try to help educate our clients on the advantages and disadvantages of investments recommended.

*Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. FirstBank & Trust and FB&T Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.
Not FDIC insured May lose value No Bank guarantee Not a Deposit

Not guaranteed by any Government Agency.
LPL and FB&T Wealth Management are non-affiliated entities.

State Disclosure - The LPL Financial representative associated with this website may discuss and/or transact securities business with residents of the following states: Alabama, California, Colorado, Florida, Kansas, Missouri, New Mexico, Oklahoma, and Texas. 

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