Our Framework Investment Portfolios program launched in early 2018, and the response has been incredible. We are honored to help you build long-term wealth and to achieve your financial goals!
Our mission statement here at FNB is, “We Build Successful Relationships.” In order to adhere to this statement, we are always looking for better ways to provide value to our clients. In pursuit of this goal, we are now able to offer you access to a web-based financial planning software called FNB Wealth Check. We believe so strongly in the power of this tool that we are providing it to all of our Wealth Management clients at no additional charge.
This software allows you to aggregate all of your financial accounts in one convenient, secure location. Your personal financial website will recalculate your various account balances daily and allow you to keep track of everything you own and owe all in one place. It also includes the necessary tools to help you plan for, and progress toward, your individual financial goals.
The video below provides an overview of FNB Wealth Check but if you have any questions, don’t hesitate to send me an email or call directly.