Wealth Management Financial Services
4500 E 53 Street . Davenport, IA 52807 . (563) 441-1700
WE APPRECIATE THE OPPORTUNITY TO SERVE YOU!
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Lynnette Olson, MBA
Phone (563) 441-1700
Fax (563) 441-1701
E mail: Lynnette.email@example.com
Investments, taxes, insurance, estate planning . . . the list of financial concerns you face today seems overwhelming. And with more options available than ever before, it’s difficult to know which ones may be right for you.
As a Financial Professional with LPL Financial, the #1 independent broker/dealer in the country*, I can help. With years of training and experience, I can help you sort through and choose the investments that are most appropriate for your needs.
Whether it’s planning for a comfortable retirement or developing a strategy to pay for your child’s college education, I employ a thorough and disciplined approach to investing. There are many potential benefits including quality investment choices combined with professional guidance and objective advice. I appreciate your time and consideration. I look forward to helping you develop and stick to a well-thought-out investment plan.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Stocks, bonds, mutual funds, Exchange Traded Funds (ETFs), Unit Investment Trusts (UITs), Real Estate Investment Trusts (REITs), Socially conscious investing plus simplification through consolidated brokerage statements.
- Retirement Planning
- Roth and Traditional IRAs
- Retirement plans: 401ks, Rollovers, SIMPLE and SEP IRAs, Indi Ks
- Profit sharing plans
Learn Which Investments are Appropriate for Your Financial Goals
Stocks (or Stock Mutual Funds)
- “Shares” or “Equity”
- Ownership in a company
- High risk, high return potential
- Appropriate for long term financial goals, such as retirement
- May not make sense for shorter term financial goals
Bonds (or Bond Mutual Funds)
- Used by companies, municipalities, and governments to finance projects and operations
- You are loaning them money
- Principal and stated interest rate paid back at a formal maturity date
- Moderate risk, moderate potential returns
- Appropriate for mid-range financial goals, such as college funding
- May make sense for retirement portfolio in later years
- Typically money market funds
- Lower risk, consistent but lower returns
- Appropriate for shorter term financial goals, such as saving for a down payment on a house
- May be part of retirement portfolio in later years
Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund.
Find Your Investing Passion
|Climate Action||Defense and Cybersecurity||Emerging Consumer||Gender Diversity|
|Invest in companies that avoid harmful environmental practices or support climate change solutions such as energy efficiency.||Invest in companies and sectors whose products and services seek to provide protection against growing geopolitical and information security threats.||Gain exposure to emerging economies where consumers spending is expected to rise from a growing middle class.||Support companies advancing women via strong policies and programs as well as diverse boards and executive management.|
|Genomics and Bio-Medicine||Global Frontier||Robotics, Data and Artificial Intelligence|
|Invest in technology and resources focused on breakthrough science changing how illness and disease are treated.||Focus on countries that are economically less developed than emerging markets but offer unique growth opportunities.||Focus on countries that are economically less developed than emerging markets but offer unique growth opportunities.|
The steps we take to work with each client
Each person’s goals and dreams are unique. We will work with you to listen to your goals and evaluate investment options for your situation. We will help you focus on where you would like to go, what your goals are, and remind you of the importance of a disciplined approach to pursuing your financial dreams. We will assess the topic of risk, and present suitable solutions for you to meet your financial goals.
Are You Ready to meet for a no obligation consultation?
Call Lynnette Olson today at (563) 441-1700 or email: Lynnette.firstname.lastname@example.org
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First National Bank and Wealth Management Financial Services are not registered as a broker-dealer. Registered representatives of LPL offer products and services using Wealth Management Financial Services, and may also be employees of First National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First National Bank or Wealth Management Financial Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
First National Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.