To take advantage of all available options, today’s investor needs two things:  an understanding of which investment products are most appropriate for each situation and a relationship with a trusted investment professional who has a clear understanding of the investor’s needs. 

Fred is committed to putting quality service and objective advice first.  He offers clients financial services in a variety of areas: 

• Retirement Planning – to design an investment strategy to help you towards your retirement goals. 

• Tax-Advantaged Investing – to help reduce your tax liability and let more of your money work for you. 

• Estate Planning – for preservation of wealth from generation to generation. 

• Investment Portfolio Analysis – to keep you informed of how your investments are performing, and to make adjustments as needed. 

 

Financial Products include: 

• Individual Stocks 

• Mutual Funds 

• Variable and Fixed Annuities 

• Life Insurance 

 

Investing in securities is subject to risk including possible loss of principal. 

Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Deposit – Not insured by any Federal Government agency.  Securities offered through LPL Financial.  A Registered Investment Adviser.  Member FINRA/SIPC.  LPL Financial representatives offer access to Trust Services through The Private Trust Company N.S., an affiliate of LPL Financial Corporation.  LPL Financial is not affiliated with First State Bank. 

 

Fred Sweers is registered to discuss and transact securities business with residents of the following states:  IA, NE, SD, AZ, CO, FL, IL, KS, MA, MN, TX.