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FNA announces their exciting new partnership with Sterne Agee!

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Retirement Essentials.

Posted in - Personal Finance
on November 12th, 2014
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Calibrating Withdrawal

Certainty, stability, confidence—We all yearn for these. And this is why, when grappling with a multi-faceted financial decision—such as how to settle on an adequate retirement withdrawal rate—we draw on the learning, experience, and …

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Serving Our Country.

Posted in - Community
on November 11th, 2014
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We all serve in some capacity. And we all encounter tragedy and hard times, wherever we may serve. I have heard it said that we are always in a storm of some kind: Whether approaching, …

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Balancing Act.

Posted in - Personal Finance
on October 21st, 2014
1 Comments

Deciding Whether to Invest or Prepay Your Mortgage

Far from comparisons with the Joneses and their agenda, deciding how to allocate your personal assets is fundamentally subjective. Your current financial status and anticipated monetary needs, along …

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  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Things we're really good at doing.

FNA Wealth Management is prepared to work with you in building your strong investment foundation. From setting goals and creating a budget, to choosing retirement options and growing wealth, we are your team of skilled advisors. Getting to know you, your circumstances and your goals is our priority. We'll be there when you need us, for every step of your growth, guiding the decisions that begin and end with you.

We should note that our FNA X-Press Deferred Comp team are super good at what they do!  Learn more -›

  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Some friendly people you should know.

You spend your life working hard. It's our job to help you protect your success. Check out our advisor profiles and find out just how much we can help. Any and all questions are welcome. Together, we can design your future.