Financial Partners of TN, LLC
Investment services now available through John Fawaz, CFP® of LPL Financial.
UBank is proud to partner with John Fawaz, CFP®, a representative of LPL Financial. LPL provides access to a wide variety of investment products and professional advice for financial institutions and their clients throughout the United States.
John Fawaz has been working as a CERTIFIED FINANCIAL PLANNER™ Practitioner for over twenty years. Along with holding the CFP® title, John is the past president of the East TN Financial Planning Association and completed Leadership Knoxville and East TN Regional Leadership. John is a frequent guest speaker on WATE’s (ABC affiliate) Good Morning Tennessee show. He also teaches at the University of TN non-credit program.
John welcomes all types of new clients, but he specializes in retirement income strategies and striving to improve the rates of return on investments.
If you are looking to diversify your investment portfolio, some of the products that you will have access to as a result of Bank’s alliance with LPL Financial are: retirement planning, college savings plans, life insurance, fixed income securities, equities (individual securities), REITS, mutual funds, fixed and variable annuities, and wealth management. John will work with you to find strategies for your unique financial situation.
Whether your objective is growth, safety or income, we are committed to helping you pursue your goals. Take a few moments to speak with John to learn more. Investment decisions do not have to be difficult or intimidating. Let him show you how easy, convenient and potentially rewarding investing can be.
For qualified investors, alternative investments offer a number of investment options that can diversify a portfolio by investing in areas of the market with a low correlation to more traditional investments.
Alternative investments may not be suitable for all investors and should be considered as an investment for risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
LPL Financial offers a wide range of annuities, including:
~Fixed ~Immediate Income
John conducts continual due diligence on a wide array of products from the industry’s leading annuity providers.
In addition to annuity products, LPL Financial has many investment products, featuring options such as:
~No-load mutual funds ~Load-waived mutual funds
~Separately managed accounts ~Exchange traded funds
LPL Financial grants clients access to retirement plan providers that service all types of plans. John places emphasis on reducing plan costs, educating employees, monitoring investment performance, and helping manage fiduciary responsibility. Types of plans include, but are not limited to:
~Money Purchase Pension ~457 Deferred Compensation
~403(b)(7) Deferred ~Simple IRA / SEP IRA
-Traditional 401(k) / Safe Harbor 401(k) / Simple 401(k)
Investing Involves risk, including possible loss of principal.
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 Financial or its licensed affiliates. UBank and Financial Partners of TN, LLC are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Financial Partners of TN, LLC, and may also be employees of UBank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, UBank or Financial Partners of TN, LLC. Securities and insurance offered through LPL or its affiliates are:
Not FDIC/NCUA Insured | Not Bank Guaranteed | May Lose Value | Not a Bank | Not Guaranteed by any Federal Government Agency
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CA, FL, GA, IN, KY, MI, MS, NC, OH, PA, SC, SD, TN, TX, VA.