Investments

Take charge of your future with Sorrento Pacific Financial, LLC (SPF) services offered through First American Bank's Investments and Financial Services Department.

Your SPF registered representative will take you through the six steps to help you create the best plan for your long-term goals.

Six Steps to Building a Stronger Financial Future

The above link will take you out of First American Bank's web site to a site that is not affiliated with the Bank. The products offered are not FDIC insured, not guaranteed by any Government Agency, involve investment risk, including the possible loss of principal and are not deposits or obligations of, nor are they guaranteed by, First American Bank.
  

1.  Determine your goals and priorities
  • Your short-term goals
  • Your long-term goals

2.  Review your current financial situation

  • Your investments to meet short-term goals
  • Your investments to meet long-term goals

3.  Identify your investment style

  • Conservative
  • Moderate
  • Aggressive
4.  Select investments for your goals and investment style.
      Possible objectives are:
  • Safety of principal
  • Growth of capital
  • Current income
  • Tax-free income

5.  Evaluate your investment choices

  • Features and benefits of mutual funds
  • Investment objectives, historical performance, and costs of the mutual funds you are considering

6.  Start today!

 

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