We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management
We also can answer your questions, including:
Can I retire early? What
are the elements of a sound estate strategy? Do I have enough life insurance for my family? Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC, www.finra.com, www.sipc.com. Insurance products are offered through LPL or its licensed affiliates. Union State Bank and Family Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Family Wealth Management, and may also be employees of Union State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Union State Bank or Family Wealth Management. Securities and insurance offered through LPL or its affiliates are:
• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value
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