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Financial Planning

A smart financial plan can help you meet your future with confidence and clarity.

As you think about your future, financial stability is often the priority. But you want to be prepared for other financial events along the way. That’s why it’s important to focus your plans with the help of a CERTIFIED FINANCIAL PLANNERTM professional. Your CFP® can help you develop a formalized plan for moving forward that answers important questions like:

  • Am I saving enough?
  • How do I quantify my long-term goals?
  • How much insurance do I need?
  • Do I need an IRA?
  • What’s the best way to save for college?
  • Am I prepared for long-term healthcare needs?

The Process

When you meet with one of our CERTIFIED FINANCIAL PLANNERTM professionals, he or she will assist you in three specific ways:

  1. First, clarifying your financial picture and helping you fully articulate your financial goals.
  2. Next, your CFP® Professional will present you with a plan to help you achieve your financial objectives.
  3. Finally, you and your CFP® Professional will review your plan on an annual basis to ensure that it is consistently meeting your needs as they grow or change over time.

Financial Planning and Private Client Services

Financial planning is provided through our Private Client Services group and is complimentary for those with $500,000 or more in investable assets. If you would like to discuss the benefits of a comprehensive financial plan, talk with your Private Client Relationship Manager.

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