Smith, Roseanne

Welcome

If you are an LPL Financial client and need help gaining online access to your account, please call (762)-383- 6220. We are available Monday-Friday between 9-5 EST.

NO MATTER WHERE YOU ARE IN YOUR FINANCIAL JOURNEY,

we will guide you every step of the way.

As you plan for your future, you may have some questions we can help you answer.

HOW DO I ACHIEVE FINANCIAL INDEPENDENCE?

What can I do to improve my financial future?

How much should I be saving to meet my financial objectives? Where and when do I start?

HOW DO I TRANSITION INTO RETIREMENT?

Is my money in the right places?

Am I prepared for unanticipated risk?

Am I on track to meet my financial objectives?

HOW DO I START LEGACY PLANNING?

Am I prepared for healthcare related expenses, like long-term care?

What if I'm a care giver for an aging parent?

How do I go about generational wealth planning for my family?

OUR TEAM OF EXPERIENCED ADVISORS CAN HELP YOU

make informed decisions for your future.

PERSONAL FINANCIAL PLANNING

RETIREMENT PLANNING

MANAGING YOUR INVESTMENT PORTFOLIO

RISK MANAGEMENT

DISTRIBUTION & INCOME PLANNING

CASH FLOW PLANNING

INSURANCE ASSESSMENT

TAX PLANNING

BUSINESS FINANCIAL PLANNING

DEBT MANAGEMENT

Our Investment Team

Roseanne Smith

Wealth Planner, VP, CPFA
P: (912) 401 0613
Email Roseanne

7393 Hodgson Memorial Dr Ste 100
Savannah, GA 31406

Roseanne has over 20 years industry experience and was most recently a financial advisor in Savannah market.

Roseanne grew up in the Tift County, Georgia area, graduated from Georgia Southwestern State University, and has three children, and 2 grandchildren.

She is an active board member of the Faith Equestrian Therapeutic Center, and enjoys riding motorcycles with her partner, Paul, as well as kayaking, paddleboarding, weight training & hiking.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of the and are not endorsed, recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

What is our financial planning process?

DISCOVERY MEETING

During this initial meeting, we take time to get to know you and give you time to better get to know us. We will discuss your financial goals and desires to get a better understanding of how we can serve you to help you work towards your goals.

ANALYZE AND DEVELOP

We will analyze your current financial situation to develop recommendations personalized to your financial situation.

PRESENT, IMPLEMENT AND MONITOR

We will present our recommendations to get your feedback and mutually determine if it is a good fit for you. We will implement the agreed upon recommendations and monitor the progress towards your goal. If there are changes in your personal or financial life, then we will adjust our plan accordingly.

Our Financial Advisors are able to offer these personalized investment solutions

INVESTMENTS

Stocks
Mutual Funds
Corporate, government & municipal bonds
UITs
ETFs
Managed accounts
REITs
College savings and 529 plans
Principal protected notes & certificates

INSURANCE & ANNUITIES

Life insurance - whole, term & key person
Disability income
Long-term care
Fixed Annuities
Variable Annuities
Indexed Annuities
Immediate Annuities

RETIREMENT ACCOUNTS

IRA Services - Rollover, Traditional, Roth & Inherited
401 (K)/403(b) accounts
SEP
Simple IRA
Deferred compensation plans
ESOPS
Profit sharing

Have a Wealth Planner contact you.
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By providing your contact information above, you agree that a representative of Queensborough Investments, an affiliate of Queensborough National Bank & Trust Co., may contact you via telephone and/or mail to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Queensborough Investments representative.
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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. Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Queensborough Investments, and may also be employees of Queensborough National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough 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

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

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

Queensborough National Bank and Trust Co. (“Financial Institution”) 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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