Retirement Planning

There are many retirement planning options for business owners and their employees. Providing competitive employee benefits is critical to attracting and retaining talented employees.

We are available to work with you to create a benefits solution that meets the needs of your employees and offers you and your business an opportunity to defer taxes and save more for retirement.

Employee Benefit Programs

  • SIMPLE IRAs
  • SEP IRAs
  • 401K Plans

Ryan WelleWe can help you evaluate options for your business retirement plan, provide insight on investment options, and offer suggestions and referrals for plan administration.

Call Ryan Welle at 218-333-4314 to schedule an appointment. 

Note: Products offered through First National Bemidji Investments are not insured by FDIC, are not a deposit or other obligation of, or guaranteed by, the depository institution, and are subject to investment risks including possible loss of the principal amount invested. Investment and insurance products are offered through Raymond James® Financial Services, an independent registered securities broker/dealer, a licensed insurance agency, a SEC Registered Investment Adviser, and a member FINRA/SIPC, OSJ. First National Bank Bemidji and Raymond James Financial Services are not affiliated.

Ryan Welle and David Balmer are registered representatives of Raymond James Financial Services.

Investment and Insurance products:

  • Are NOT insured by any government agency
  • Are NOT bank deposits
  • Carry NO financial institution guarantee
  • Are NOT insured by the FDIC
  • May lose value

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.