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Trust and Estate Planning
Your estate doesn't have to be very large before you need to figure out how it will be distributed after you’re gone. Ensuring the financial security of your family requires the services of a professional that can help you select what investments are included within your estate as well as coordinate with attorneys to make sure you have everything you need. In addition, we can help you set up life insurance and charitable remainder trusts* as well.
Along the way, you'll find F&M Investment Services offers not just a plan for financial security, but advice and comfort as well.
Contact an F&M Investment Services financial consultant today for more information.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company, N/A., an affiliate of LPL Financial.
F&M Investment Services, Inc. is a subsidiary of F&M Bank. F&M Bank is not a registered broker/dealer nor is it affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact
securities business with residents of North Carolina.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through
LPL Financial or its licensed affiliates.
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Not FDIC Insured · No Bank Guarantee · May Lose Value
Not a Deposit · Not Insured By Any Federal Government Agency
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