Everyone has an estate and something in common – you can’t take it with you.
Estate Planning SHOULD INCLUDE
- Inventory of Assets
- Proper Beneficiary Designations for your needs
- Name a guardian for minor children
- Include life insurance for your family at your death
- Identify who will manage your estate if you are unable
- AND so many more things ...
Services We Offer
- Assist in organizing your assets
- Help you prioritize your needs
- Discussion of "Questions To Consider"
- Provide a list of estate attorneys
Start Today
Take time to talk to our financial advisor, Marianne Watson, today!
FCB Wealth Management located at First Community Bank
FCB Wealth Management located at First Community Bank
200 E Main St, Harbor Springs MI 49740
Direct #: 231-526-3997
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither LPL Financial, nor any of its representatives may give legal or tax advice.
Securities and advisor services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. First Community Bank and FCB Wealth Management are not registered as broker-deal or investment advisor. Registered Representatives of LPL offer products and services using FCB Wealth Management and may also be employees of First Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Community Bank or FCB 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 |
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