Investments & Services

Successfully managing your personal financial matters can be difficult. At Nations Wealth Management & Financial Services, Inc., our team of dedicated professionals will analyze your financial situation and assist you with determining the appropriate course of action that is suitable for you and your financial future.

Whether you are planning a child’s education expenses, your retirement, or anything in between, we can help. Our selection of business and personal investment products includes many that may have tax advantages.

Investment Products:

  • Employer-Sponsored Retirement Plans
  • Individual Retirement Accounts
  • Stocks
  • Bonds
  • Mutual Funds
  • Fixed & Variable Annuities

Employer-Sponsored Retirement Plans

A retirement plan is one of the most important benefits a business owner can offer employees. At Nations Wealth Management & Financial Service, Inc., we specialize in retirement plans that will help you develop a plan unique to your company’s needs.

Nations Wealth Management & Financial Services, Inc. is dedicated to helping the business owner worry less about the burden of administering the company’s retirement plan in order to dedicate time and money on the business.

Our full line of employee benefit services include:

  • Specialized Loan Programs
  • 401K Programs
  • Profit Sharing Plans
  • ESOP
  • Defined Benefit Plans
  • Money Purchase Plans
  • 403(b) Plans
  • Simple IRAs
  • SEPs
  • 457-Deferred Compensation Plans

Individual Retirement Accounts

Nations Wealth Management & Financial Services, Inc. can help you to keep your retirement savings working for you. If you are retiring or changing jobs, consider transferring your savings into a Rollover IRA where they can continue to grow tax differed. When you directly roll over your retirement distribution, no taxes will be withheld or penalties assessed to your eligible rollover distribution. Your savings and the earnings on those savings accrue tax deferred until you’re ready to withdraw them. And the longer your assets compound tax deferred, the more your retirement savings may grow. Nations Wealth Management & Financial Services, Inc. can help you tailor your IRA Rollover to pursue your goals.

Stocks

Nations Wealth Management & Financial Services, Inc. can help you determine which strategy is suited to your needs and also recommend what percentage of your portfolio should be invested in fixed-income products.

Bonds

The bond market offers investors a lot of choices, so it’s important to have a clear picture of your investment objective before selecting appropriate investments for your portfolio. You may be seeking income generation or growth and total return.

Nations Wealth Management & Financial Services, Inc. can help you determine which bond strategy is suited to your needs and also recommend what percentage of your portfolio should be invested in fixed-income products.

Mutual Funds

Fixed and Variable Annuities

For more information on products and services offered by Nations Wealth Management & Financial Services, Inc., please contact the office nearest you to set up an appointment with Lawrence Barbi, Financial Advisor.

Lawrence R. Barbi
Wealth Manager / Financial Planner 

Nations Wealth Management and Financial Services, Inc.
Chicago, Illinois  (773)-467-0500
fax (773) 467-0501
lawrence.barbi@lpl.com


Securities offered through LPL Financial, Member FINRA / SIPC.   Check the backround of this investment professional at FINRA's BrokerCheck.  Insurance products offered through LPL Financial or its licensed affiliates. First Nations Bank and Nations Wealth Management & Financial Services are not registered broker / dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and / or transact securities business with residents of the following states: Illinois
 

Not FDIC Insured Not Bank Guaranteed May Lose Value

Not Insured by any Federal Government Agency

Not a Bank Deposit