Personal Financial Consulting
Is talking to a financial consultant on your to-do list? Why wait? A solid, personal financial plan can help you prepare for tomorrow while making better decisions today. Wherever you want to go in life, our wealth management team can help you get there! Let our friendly, local team of personal financial consultants help you plan for and reach a successful financial future.
Schedule a consultation today!
Open a New Wealth Management Account
Develop specific financial goals.
We will assist you in drafting an Investment Policy Statement (IPS) that can serve as a financial road map for college savings, wealth building, and retirement goals.
Conduct a portfolio evaluation.
We will provide a free evaluation of your current investment portfolio to determine if the portfolio meets your risk tolerance, time horizon, and growth/income goals.
We will provide written recommendations of suitable investments in line with your Investment Policy Statement. We will use the IPS as your blueprint to a better financial future.
Benefits of a financial planning consultation
- Clearly define your life goals.
- Craft a financial plan customized to meet your needs and goals.
- Adjust your investment and retirement accounts to optimize growth and savings.
- Receive expert advice on big decisions.
PLEASE NOTE: Investment products provided by SENB Bank – Wealth Management are not FDIC insured/Are not obligations of, deposits of, or guaranteed by any financial institution/Involve investment risk, including the possible loss of the principal amount invested/are not insured by any federal government agency.
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