WEALTH MANAGEMENT

***NOT FDIC INSURED***

Each of us has an idea of what defines wealth.  Therefore, wealth should not be seen as a number but rather a goal to obtain.  Our Trust Division is here to listen to your goals and play a role in helping obtain those goals.  Our Trust team has an impeccable reputation for helping persons obtain, protect, and ultimately pass on their wealth according to each individual customer’s wishes.  It is never too early or late to put together your wealth management plan.  As a fiduciary, our responsibility is to help you identify and assemble the resources necessary for you to be successful.  Remember, wealth can mean many things such as knowing your wishes will be carried out after you have passed away.  Trusts are mechanisms for doing just that.  There are also Trusts designed to support and protect persons you love while you are still living.  Financial and retirement planning are a necessity in today’s world and we can provide support.  Small Business Owners need to think about their exit strategy.

The services provided by our Trust Division are so varied and diverse that the best thing to do is to make an appointment, let us grab you a coffee and talk.  We will not charge you for listening and we look forward to serving your needs if it makes sense to you.

Trusts ***NOT FDIC INSURED***

There are many types of trusts for many reasons.  The simplest way to describe them is that we can help carry out your wishes in your absence.  Marcie will be happy to sit with you and talk about the life needs where a trust might be a good fit.

***NOT FDIC INSURED***

Investments ***NOT FDIC INSURED***

Investments are professionally managed and there is oversight by several entities to make sure the investments are consistent with your goals and desires.

***NOT FDIC INSURED***

Financial Planning ***NOT FDIC INSURED***

We can work with you to establish a financial plan to meet your goals and objectives.

***NOT FDIC INSURED***

Retirement ***NOT FDIC INSURED***

A purposeful retirement plan is more critical than ever and we can provide resources in this important endeavor.

***NOT FDIC INSURED***

Estate Settlement ***NOT FDIC INSURED***

We can help with one of the most difficult aspects of life, dealing with death and the emotional, legal, and financial ramifications of settling your estate.  We can provide great assistance to your loved ones by taking the pressure of them during a typically difficult time.  We can also work to make sure your wishes are carried out as directed.

 ***NOT FDIC INSURED***