Investments

GotAPlan

Emily K Windolph, a Certified Retirement Counselor®, joined Absolute Wealth Management, in partnership with FNB Community Bank in 2011. Emily has been in the financial industry over twenty years, serving in the capacity of Financial Advisor for the last 17 years. It’s that experience that provides her with the knowledge and expertise to advise her clients in their financial planning goals. Emily represents a variety of products and solutions to her growing client base and their referrals.

Her focus is on helping individuals plan for retirement and other life events, such as; wealth transfer, distribution and management, risk management, accumulation, life planning,  and tax strategies. Attention to detail, good listening skills and great empathy are some of the attributes that are appreciated by her clients.

She is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help her build long-term relationships with clients and provide excellent customer service.

Emily is an Investment Advisor Representative of Cetera® Advisor Networks holding FINRA Registrations Series 7, 63, 66 and State of Oklahoma Insurance, Life and Health and the coveted Certified Retirement Counselor® designation. 

She is a proud recipient of Prudential’s Masters Council for Commitment to Retirement Income Strategies. Other awards include Nationwide Financial Institutions Circle of Excellence, CUNA Brokerage Services Women of Distinction, and The Leadership Council from Hartford.  Her focus is on individuals 55-70 years of age whom are within 6 months of retirement that have assets to rollover or establish a retirement plan and strategy.

 

IMPORTANT DISCLOSURES

Cetera® Advisor Networks, member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with FNB Community Bank, Midwest City , OK. Securities, advisory services and insurance products offered through Cetera® and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. www.Finra.org www.SIPC.org

Summary

Retirement planning:

  • Estate planning
  • Charitable giving
  • College planning
  • Tax-managed investing

Fixed Income Investments:

  • Municipal bonds
  • Unit investment trusts
  • Government securities
  • Brokered CDs
  • Corporate bonds
  • Fixed annuities

Equity Investments:

  • Mutual Funds
  • Common stock
  • Preferred stock
  • Variable annuities

Absolute Wealth Management (AWM), a registered investment advisor, does not provide tax or legal advice. AWM is not affiliated with FNB Community Bank. Securities, advisory services, and insurance products are offered through AWM and affiliated insurance agencies and are:

  • NOT INSURED BY THE FDIC OR ANY OTHER FEDERAL AGENCY
  • NOT A DEPOSIT
  • NO BANK GUARANTEE
  • MAY LOSE VALUE

Important Consumer Information:

This site is for information purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's license requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. 3. Representatives are registered to offer securities in the following states: OK & TX