Skip to main content

FSB Financial Services

  • Home
  • About
  • Our Services
  • Resources
  • Contact
  • Client Login

    You are here

  1. Home
  2. Archived Blog
  3. March 2017

March 2017

Video: Helpful Life Insurance Advice You Can Use

Submitted by FSB Financial Services on March 28th, 2017

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.

  • Read more

High Net Worth Families Need a Complete Risk Management Plan

Submitted by FSB Financial Services on March 20th, 2017

Because there isn’t a one-size-fits-all plan that could possibly fit the unique needs of every family, risk management is a process that focuses on the problem of risk at every level of a family’s lifestyle in order to ultimately arrive at a solution for each. Each risk calls for separate measures, which usually require separate forms of insurance.

  • Read more

Retained Life Estate: Open the Door to Tax Charitable Deductions

Submitted by FSB Financial Services on March 13th, 2017

A home is a place to rest your head, to create memories, and to cook dinner. It’s where your pets are—your family. What people most often forget about their home is that it’s also your most valuable financial asset. And, if one of your financial goals includes a testamentary gift to charity, while also receiving substantive income tax deductions, this asset is important.

  • Read more

Habits of a Savvy Saving Family

Submitted by FSB Financial Services on March 13th, 2017

When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income family in the U.S. raising a child up until age 18, costs an estimated average of $245,340 (or $304,480, adjusted for projected inflation), according to the 2013 “Cost of Raising a Child” report from the U.S.

  • Read more

Recent Blog Posts

  • Ups and Downs of Online-Only Banking
  • Robots versus Humans: Financial Advisers for the Digital Age
  • Video: Helpful Life Insurance Advice You Can Use

Archived Blog

  • April 2017 (2)
  • March 2017 (4)
  • February 2017 (4)
  • January 2017 (4)
  • October 2016 (1)
  • September 2016 (1)
  • August 2016 (2)
  • July 2016 (2)

Categories

  • stocks (1)

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

Get Directions

  • Share on Facebook
  • Facebook Like
  • Tweet Widget
  • Linkedin Share Button
  • Sitemap
  • 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. 

Insurance-related services may not be provided to individuals residing in any states other than Iowa, Nebraska, South Dakota, Kansas and Florida.

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. 

© 2025 FSB Financial Services. All rights reserved.

Website Design For Financial Services Professionals