Wealth Planning Blog

Educational content is provided by Jessica Salic, Registered Client Services Associate at Profinium Wealth Planning.  She is from our Fairmont branch, situated at 105 Lake Ave, Fairmont, MN. To discuss your financial needs, Jessica is reachable at her office number, 507-235-7580.

Friendly reminders before we get into the content:

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.