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Four Points

Products and Services Available through Sorrento Pacific Financial, LLC

Services

Complimentary Portfolio Review 
Complimentary Life Insurance Review
Online Brokerage
Retirement Planning and Rollovers
Business Planning
   –Business Succession
   –Business Retirement
   –Business Insurance
Estate Planning
Financial Planning
Education Planning


Products

Stocks
Bonds
Mutual Funds
Certificates of Deposit (FDIC Insured)
Managed Accounts
Annuities
Life Insurance
Long-Term Care Insurance
529 Plans

 

Representatives

Mike Schwenker Brandon Kipp  

Mike Schwenker, CLU, ChFC
Program Manager/Financial Consultant
319-758-6164
mschwenker@mybd.com

Brandon Kipp
Financial Advisor
319-758-6164
bkipp@mybd.com
 

Lisa Walsh
319-754-2274
lwalsh@mybd.com
 

 

Our experienced SPF representatives are licensed in the following states Arizona, Colorado, Florida, Illinois, Iowa, Kansas, Missouri, North Carolina, South Carolina, and Texas.

These FREE spreadsheets are a way to track income vs. expenses. We hope that this tool will help you become more aware of how you are budgeting & spending money. If you would like a FREE electronic version of this spreadsheet which will automatically calculate figures for you, please call the Four Points Financial office. We are here to assist you!

 

Four Points Printable Budget Sheets
 
January February March April May June
           
July August September October November December
           

 

Four Points Financial is the marketing name for investment services provided at Farmers & Merchants Bank & Trust. (F&M Bank & Trust) Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer FINRA/SIPC and SEC Registered Investment Advisor.  Products offered through SPF are not FDIC or otherwise federally insured, are not guarantees or obligations of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. F&M Bank & Trust has contracted with SPF to make non-deposit investment products and services available to bank customers.
NOT-FDIC-INSURED  NO BANK GUARANTEE  MAY GO DOWN IN VALUE  NOT A DEPOSIT
NOT INSURED BY ANY GOVERNMENT AGENCY

© 2014 F&M Bank & Trust

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