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Retirement Planning

Prepare for life after work.

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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?
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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.

Our Team

Thoughtful, timely investing and planning insights from leading edge professionals.