Personal Investments

Retirement Services

The single largest investment you make will most likely be your retirement plan. Talk to us about your options, and see what strategy is right for you.

Estate & Trust Planning

One of the biggest challenges facing aging America today is how to pass along assets to heirs with the lowest tax impact from Uncle Sam. With estate tax rates starting at 37% and rising rapidly to 55%, it is imperative that proper estate planning be done to protect assets. With the use of a good estate planning attorney**, accountant**, and investment professional you can find ways to leave the most you can to your loved ones or charities. Sit down with one of our investment professionals to discuss this area of planning, and you will likely come away with valuable information and strategies.

Tax-Advantage Investing

Annuities have served millions of Americans in their effort to save money without paying taxes along the way. Our investment professionals have extensive knowledge of these products, how they work, proper registration, fixed vs. variable accounts and how they may, or may not, fit into your portfolio. Call us for a free evaluation of your current annuities, or if you don't already own them, to see if they have place in your financial future.

Life & Long-Term Care

Long Term Care includes a wide range of medical and support services for people with a degenerative condition (e.g. Parkinson's, stroke, etc.), a prolonged illness (cancer) or cognitive disorder (Alzheimer's).

Long Term Care is not necessarily medical care but rather "custodial care." Custodial care involves providing an individual assistance with activities of daily living or supervision of someone who is cognitively impaired.

Securities offered through Financial Network Investment Corporation, a registered broker/dealer and member SIPC. Financial Network Investment Corporation is not an affiliate of Suburban Federal Savings Bank.

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