Personal Solutions
FBL Solutions LLC provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.
Estate Planning
A thoughtfully designed estate plan can help reduce tax burdens and safeguard your loved ones’ future. We collaborate with you and your advisors to evaluate how state and federal taxes may affect your estate, offering tailored strategies to minimize liabilities while aligning with your values and family priorities.
Wealth Management
and Retirement Planning
We partner with clients to develop and implement customized accumulation and retirement income strategies. Our offerings include insurance solutions and investment options. Through a structured process, we align investment management with your goals, risk tolerance, and time horizon. We continuously monitor your plan, making adjustments as your needs and circumstances evolve.
Asset Protection
Various financial strategies and retirement income plans can help you build wealth, protect your business and personal assets from liabilities, and ensure a smooth transfer of assets to future generations. We work with you to determine the best approach tailored to your unique goals and circumstances.
Charitable Planning
Charitable planning with FBL Solutions allows you to make a lasting impact on the causes you care about, while also offering potential tax benefits and income opportunities. With a variety of giving strategies at your disposal, we collaborate with you to create a tailored plan that aligns with both your charitable intentions and financial goals.
Financial Planning
A thorough financial analysis of your assets, liabilities, cash flow, and investments enables us to develop a clear path toward a prosperous future. We create a customized financial plan designed to establish the right wealth accumulation and preservation strategies to meet your long-term investment goals. Most importantly, we consistently review and adjust your plan to ensure it stays aligned with your evolving objectives.
Disability and Extended
Care Needs
A thorough financial analysis of your assets, liabilities, cash flow, and investments enables us to develop a clear path toward a prosperous future. We create a customized financial plan designed to establish the right wealth accumulation and preservation strategies to meet your long-term investment goals. Most importantly, we consistently review and adjust your plan to ensure it stays aligned with your evolving objectives.