Value of Advice

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Financial advice has the best chance of success when it’s built on a strong advisor client relationship.

We’ll work together to construct a financial plan that reflects your goals as they change over time

Investments

Articulating Investment goals and strategies
Managing portfolios and asset allocations
Investing for current income versus growth of assets
Providing ongoing investment advice
Managing liquidity needs
Rebalancing
Selecting cost tax-efficient investments
Planning

Retirement goals
Higher education
Charitable giving strategies
Estate planning
Insurance (long-term care, life, business, specialized)
Business purchase, sale, or succession planning
Healthcare and eldercare
Spending in retirement
Ongoing Advice

Conducting annual reviews
Adjusting financial plan based on life events
Offering wealth planning and intergenerational planning
Investing lump sums
Establishing debt management and cash flow strategies
Helping with job-changing finances
Providing professional referrals
Keeping the focus on your plan

Schedule an appointment

First International Investments

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. First International Bank & Trust and First International Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First International Investments, and may also be employees of First International Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First International Bank & Trust or First International Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

The financial professionals associated with LPL Financial 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.

Your Bank (“First International Bank & Trust") 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. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

1350 13th Ave. E.
West Fargo, ND 58078

(701) 499-7631
eric.isaak@lpl.com