Broker Check

Our Services

At FPNW, we provide expert assistance in the following areas:

Investments

  • Stocks
  • Mutual Funds
  • Bonds
    • Federal Government Bonds
    • Municipal Bonds
    • Corporate Bonds
  • Exchange Traded Funds (ETFs)
  • Government Securities
  • Real Estate Investment Trusts (REITs)

Investment Vehicles

  • Brokerage Accounts
    • Check Writing
    • Credit Card
    • Debit Card
  • Individual Retirement Account (IRA)
    • Roth IRA
    • SEP IRA
    • Simple IRA
    • Traditional IRA
  • 529 Plan
  • Health Savings Account (HAS)
  • Pension and Profit Sharing Plans
  • 401K
    • Solo
    • Company/ work place

Financial Planning

  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Social Security Planning
  • Insurance/risk management Planning
  • Flexible Spending Accounts

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Medicare Advantage Plans
  • Medicare Supplement Plans
  • Group Health Insurance