We’ll help you ask the right questions.
We’ll help you find the answers, as well as the confidence that you’ll be okay post-paycheck. Retirement can be complicated. Our job is to help you simplify it.
Take a deep breath. You will retire. However, to make sure your future reality matches your idea of retirement, the right questions need to be asked:
- How much will I need to retire?
- When should I draw from social security?
- Is my 401(k) or IRA enough?
- How long will I need to draw from my assets?
- Should I be making adjustments?
Feel good about your financial journey.
No matter where you begin, FNBO is with you where you are, by your side, to provide guidance and encouragement along the way. Gain a better understanding of your finances with this simple financial analysis. It takes less than five minutes and you'll receive a personalized report.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank of Omaha and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE