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  • Wealth Solutions

    Trust matters—especially when it comes to your money.

    We put your interests first by providing thoughtful guidance.

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UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT

Business First Wealth Solutions Group strives to provide our clients with the highest standard of personal service by understanding and supporting their lifes goals. With our experienced teams ability to harness a national footprint of professionals and resources of LPL Financial we provide a wide range of financial products and innovative solutions. Whether your goal be preparing for retirement, college savings, executive compensation or the passing on a business to another generation via legacy and estate planning we focus on your unique needs, wants and financial goals and objectives.

PRODUCTS AND SERVICES

INVESTMENTS

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

FINANCIAL PLANNING

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

INSURANCE

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

 

Find out more about Business First Wealth Solutions

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Business First Bank and Business First Wealth Solutions Group are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Business First Wealth Solutions Group, and may also be employees of Business First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Business First Bank or Business First Wealth Solutions Group. The Business First Wealth Solutions Group site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on registrations* )AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured No Bank Guarantee May Lose Value
Not a Bank Deposit Not Insured by any Federal Government Agency