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
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.
your goals and priorities
2. Review your current financial situation
3. Identify your investment style
investments for your goals and investment style.
Possible objectives are:
5. Evaluate your investment choices
6. Start today!