5 Smart Questions to Ask Yourself

Are you happy with your current investment returns?

At FNBT, we don't believe in a cookie cutter approach to managing money. Our wealth management group takes the time to understand your needs and develop an investment plan specifically designed for your goals. We’re happy to review your financial plan at any time, whether it’s one we’ve worked on or not.

Do you understand your current asset allocation and is it fitting your needs?

Our advisors believe in working one-on-one with you to discuss your financial plan. We take the time to listen to your goals, your dreams and how you want your finances to work for you. We value client relationships based on a mutual understanding of needs and goals.

Are the fees you pay understandable and transparent?

We’ll sit down with you and make sure that you understand exactly how everything works, from our investment strategy to the fees that may be involved.

How often does your current manager make time to communicate with you?

We can’t build a relationship with you if we’re not listening to you, and we can’t listen to you if we aren’t communicating! Our wealth management officers meet regularly with you to check in and make sure that your investment strategy is still right for you.

Is your financial advisor the right advisor to serve your needs?

We serve a wide range of clients, across all different walks of life. We work with individuals, families, business owners – you name it. To us, everyone is an individual and we’ll take the time to make sure you understand and feel comfortable with the financial options we prepare for you.