Risk Assessment
Plan to Achieve Peace of Mind
Business planning in wealth management is essential for setting clear financial goals and aligning strategies to achieve them. It helps define specific, measurable objectives and ensures that resources are allocated effectively to meet these goals. By providing a structured approach, business planning facilitates better decision-making and strategic investment, ultimately supporting long-term financial success and stability. Other benefits include: tax efficiency, identify cost saving opportunities and strategies to mitigate risk.
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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. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor.
Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors and may also be employees of Salem Five Bank. These products and services are offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.
Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
LPL Financial Form CRS
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. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor.
Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors and may also be employees of Salem Five Bank. These products and services are offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors.
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.
Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
LPL Financial Form CRS