Putting Your Plan Into Action
Creating a comprehensive wealth management strategy involves far more than simply choosing the right global investments. Our Financial Advisors focus on critical wealth issues with the objective of ensuring that our clients have a fully integrated plan that will achieve their goals.
We assist you in the following ways:
Creating and managing an appropriate investment plan using our proprietary global strategy to meet income needs while preserving and building wealth. Our use of unbiased, independent research from top sources ensures objective results that meet expectations.
Focusing on the election, distribution and beneficiary decisions to ensure you maximize your benefits
Tax Planning & Preparation
Reviewing tax planning strategies to minimize tax liabilities and preparing Federal and State personal tax returns.
Providing access to credit, deposit and other banking resources to simplify cash management, leverage assets and preserve established wealth
Determining your cash flow and planning for meeting future needs
Creating the right transition plans for your business
Durable Power of Attorney
Identifying the appropriate designee to make financial decisions on your behalf
Reviewing coverage to ensure that you and your family are properly protected
Developing lifetime gifting strategies to your children and/or family
Exploring appropriate tax-advantaged charitable gifting
Titling of Assets
Ensuring your assets are titled to reflect your intentions
Selecting a family and/or corporate representative to carry out your estate plans
Distribution of Wealth
Maximizing the distribution of your wealth at death
Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.