INVESTMENT SERVICES
Concerned about your financial future?
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Alan Potratz |
The savings decisions you make today will considerably impact your lifestyle in the years to come. Investing your funds beyond traditional bank products could provide the growth and income you need to achieve your financial goals. With the multitude of investments currently available, you need the knowledge and experience to make careful and informed decisions.
Our Registered Investment Representative, Alan Potratz, is here to help you determine your financial goals, understand your options and build an investment strategy. A full array of products and services are available providing you with access to several investment options including non-traded REITs, brokerage accounts, mutual funds, annuities and various Reg-D investments for those who are accredited investors. As a Certified Retirement Financial Advisor, Alan specializes in helping those near to or in retirement find relatively stable income producing investments.
Before making any investment decision, give Alan a call. He is eager to help you design an asset allocation strategy based on your financial objectives and risk tolerance. Take advantage of his services today.
Now is the time to get started on the path to smart, confident investing right here at Fox River State Bank.
Securities are offered by, and Investment Consultants are registered with Waterford Investor Services. Waterford Investor Services is not a bank or trust company and is independent of any financial institution. Securities (1) are not deposits of this institution; (2) are not insured or guaranteed by the FDIC or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risk, including the potential for fluctuations in investment return and the potential loss of principal.
