13 Key Wealth
When you work
with First American’s Wealth Management Group, we will address
these key issues that can affect the direction and success of your
• Qualified Retirement Planning and IRAs
• Stock Options and Deferred Compensation
• Business Succession Plans
• Disability Planning
• Gifting to Children and Other Descendants
• Charitable Giving During Life
• Titling of Assets
• Executor or Trustee
• Distribution Planning at Death to Family
• Charitable Inclinations at Death
products are not FDIC insured, are not bank guaranteed, and may
lose value. Securities offered through Ameritas Investment Corp.
(AIC). Member NASD/SIPC. AIC and First American Wealth Management
Group are not affiliated.
This is not
an offer of securities in any jurisdiction, nor is it specifically
directed to a resident of any jurisdiction. As with any security,
request a prospectus from your registered representative. Read it
carefully before you invest or send money. Securities products are
limited to residents of Iowa.
from First American Wealth Management Group will contact you to
provide requested information.