We believe that open and honest communication between you and your financial advisor is crucial to successful family financial management. We work with you to accurately identify your current financial resources, current needs, goals for the future, and help you to create a realistic, straight-forward investment strategy and have realistic expectations for how that strategy will work.
Successful financial management results from coordinating appropriate investment choices with tax planning, estate planning, spending needs, and risk control. We can help you communicate effectively with your entire team of advisors, such as your attorney, accountant or insurance professional. As a bank committed to our community, we also believe that charitable giving can be an important part of successful financial management.
Please feel free to contact us to discuss how you might benefit from our Investment Management Services.
LEGAL, INVESTMENT AND TAX NOTICE: This information is not intended to be and should not be treated as legal advice, investment advice or tax advice. You should under no circumstances rely upon this information as a substitute for obtaining specific legal or tax advice from your own legal or tax advisers.
NOT FDIC INSURED
MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT GUARANTEED BY THE STATE NOR THE BANK
Designed specifically for busy, part-time investors, this service is similar to our Investment Management Services, but we act in the capacity of an advisor for you rather than as an agent conducting transactions on your behalf.
You will approve all investment decisions and changes in advance.