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INSURANCE

 

INVESTMENTS

 

WEALTH MANAGEMENT

 

Our Services

Fred Sweers offers financial planning for individuals and businesses. 

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

 

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Our Team

Meet our amazing staff who are dedicated to developing lasting relationships with all our clients. 

 

Fred Sweers

Financial Specialist

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Fred Sweers

Phone: (712)-364-3140

Fax: (712)-364-2122

Toll Free: (877)-250-2041

Email: frsweers@unitedplanners.com

Fred Sweers is a Registered Representative with United Planners and Investment Advisor Representative with Bradford Financial Center. As a financial specialist, he has been working with individuals and businesses in the area since 1986. While experiencing several market cycles in his career, he has developed skills to help define and meet his clients' financial goals. His strategies involve his clients in the planning and execution of their investments by utilizing effective asset allocation and diversification within asset classes. As you work with Sweers, he will provide clear, understandable explanations of financial products and services. The personalized program that he provides is a roadmap working toward a more secure financial future. 

Bio

Janet Down

Registered Assistant

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Janet Down

Email: jkdown@unitedplanners.com

Bio

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Our Blog

Stay up-to-date with all of our latest news, thoughts, and tips to help you build a better future. 

Latest Blog Posts

Ups and Downs of Online-Only Banking
Apr 03, 2017 by FSB Financial Services

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advertisements can be made without any face-to-face contact. To some this would sound ludicrous and to others it sounds convenient, but one thing is for certain—the robo-advisor is another option that’s...

Read More
Robots versus Humans: Financial Advisers for the Digital Age
Apr 03, 2017 by FSB Financial Services

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients remotely, lawyers can offer counsel online, software can complete your taxes for you, and even financial investments and advising can be made without any face-to-face contact. To some this would sound ludicrous and to others it sounds convenient, but one thing is for certain—the robo-advisor is another option that’s here...

Read More
Video: Helpful Life Insurance Advice You Can Use
Mar 28, 2017 by FSB Financial Services

Few consumer products are the object of a love/hate relationship as life insurance.  The thought of buying life insurance is not something that most physicians relish, yet, if it is done right, it can provide the greatest peace-of-mind a person can have. The key is to do it right. Following this helpful life insurance advice may ease the burden and have you feeling good about your purchase right from the beginning.

...
Read More

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor. 

Phone: 712-364-3140
Fax: 712-364-2122
Toll Free:

Email: FRsweers@unitedplanners.com

200 Moorehead Avenue, Ida Grove, Iowa 51445

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  • Legal, privacy, copyright and trademark information

IMPORTANT CONSUMER INFORMATION:
This communication is strictly intended for individuals residing in the states listed below. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advise for compensation, will not be made without first complying with appropriate registration requirements. 

For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA representative, a consumer should contact his or her state securities law administrator. 

Insurance Services offered through FSB FINANCIAL SERVICES. Advisory Services offered through BRADFORD FINANCIAL CENTER. Securities offered through UNITED PLANNERS FINANCIAL SERVICES, A Limited Partnership. Member FINRA and SIPC
FSB Financial Services, Bradford Financial Center and United Planners are independent companies. 

We are registered to sell Securities in the following states:
Florida, Iowa, Illinois, Kansas, Maine, Minnesota, Missouri, Michigan, Nebraska, South Dakota, Washington. 

Fred Sweers is a Registered Representative offering securities through United Planners Financial Services, FINRA, SIPC. Financial Planning and investment advisory services through Bradford Financial Center, a Registered Investment Advisor. United Planners, Bradford Financial and FSB Financial are not affiliated. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not a Deposit. Not Insured by any Federal Government Agency. 

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