Financial Planning

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 PLANNER^TM professional. Your CFP^® professional 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 PLANNER^TM 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 services are provided through our team of CERTIFIED FINANCIAL PLANNER™ professionals, in partnership with our Private Client Services group. We offer our expertise to those having $1,000,000 or more in investable assets or household income in excess of $300,000 annually. If you would like to discuss the benefits of developing a comprehensive financial plan, talk with your Private Client Relationship Manager.