Four Points Financial, Available through LPL Financial (LPL)
Welcome to Four Points Financial!We provide investment services through our broker dealer, LPL Financial (LPL), at Farmers & Merchants Bank & Trust (F&M Bank & Trust). We serve Burlington, IA and surrounding areas, and are licensed and registered in several other states. Our mission is to get to know our clients, to help determine their financial goals, and provide innovative guidance and direction in pursuing them. Whether just starting out or already investing and saving, we are here to help plan for your future. At Four Points Financial, available through LPL*, we help clients work towards their financial goals through, retirement planning, education planning and estate planning. We use stocks, bonds, mutual funds, annuities and CD's to help clients build a diversified portfolio designed to address their unique needs. In addition to investments, we help manage risk by offering life insurance, disability insurance and long term care insurance. Our vision is to lead the way by helping our clients as they seek to turn their dreams into reality. Contact us to begin our journey together, fourpoints@fourpointsfinancial.net or 319-758-6164. |
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Michael Schwenker, CLU, ChFC® |
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