Congratulations, Physician!

You just finished your residency and you are starting your career as a doctor. Maybe you’re preparing to sign your first employment contract. Or, perhaps you have already signed a multiyear contract that will come with a significant increase in income. We want to help set you up for success with financial strategies and solutions to ensure your money continues to grow as you mature in your career.

Exclusive Private Banking Solutions

Your private banker will focus on your financial needs with solutions tailored to you.

Private Banking

Your patients have peace of mind when they have a team of experts behind them. The same is true for you and your financial goals. Your private banker will provide personalized service that comes to you, where and when it's most convenient, through these unique services:

  • Special pricing for loans, deposits and other services based on your individual needs.
  • Easy money management with a checking account with no minimum balance, no monthly fees and 24/7 on-the-go access with our mobile app.
  • Convenient access to your line of credit for home improvements or short-term cash flow needs. Save money with no closing costs and no annual fees.
LEARN MORE about private banking.
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Deposit Services

Your checking or money market account can play an important role in helping you manage the cash you need for everyday expenses separately from the funds you've set aside for long-term goals.

Choose an account designed for you, including options for no balance requirements, higher interest rates and adjustable spending and withdrawal limits for your debit card and person-to person payments.

You can also protect yourself from unplanned expenses and emergencies with Overdraft Services.

LEARN More about private banking solutions.
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Consolidate Debt

You can manage debt in a cost-effective manner with fixed-rate unsecured financing. Together, we can help you take control of your future with our personalized financial planning approach. Use the calculator to determine if debt consolidation is right for you.

CALCULATE
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Financial Planning

The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.

We can keep you centered on your plan when faced with market downturns or enticing spending opportunities. Our team is invested in you and your family. We're committed to helping you get where you want to go.

LEARN MORE about financial planning.
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Home Loans

Whether you are buying your first home, moving or building a home, we'll guide you through every step of the financing process.

Why buy a home? 

  • Low down payment options for loans up to $1.5 million
  • Deferred student loan debt may be excluded from loan ratios
  • Servicing for the life of your loan

Why build a home?

  • Down payment as low as 5%
  • One-time close loan option
  • Lock your fixed-rate financing up to six months prior to completion 
  • Servicing for the life of your loan
BUY A HOME BUILD A HOME

Loans are subject to credit and property approval, bank underwriting guidelines, and may not be available in all states. Other loan programs and pricing may be available. Certain conditions, terms, and restrictions may apply based on the loan program selected. The term of the loan may vary based upon program chosen. Property insurance is required; if the collateral is determined to be in an area having special flood hazards, flood insurance will be required.

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Insurance Coverage Options

While you spend your days protecting your patients’ well-being, we spend ours making sure we protect the things that matter most to you. Among the leading independent insurance agencies nationwide, we have the knowledge and genuine commitment to be more than your advisor. We’ll be your personal advocate.

  • Home, auto, and umbrella insurance discounts designed for physicians
  • Life and disability insurance to ensure your financial needs are covered
  • Proactive risk management practices designed to prevent losses
  • Specialty coverages that go beyond your traditional insurance, including cyber solutions, collectibles and identity theft
  • Comprehensive professional liability insurance to help protect you and your practice against allegations or findings of negligence in the services you provide
PERSONAL INSURNACE DISABILITY INSURANCE

Tips for Protecting Your Income

Know the risks

Emergency savings

Cut or reduce debt

Line of credit

Know your benefits

Your retirement plan

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From Residency to Retirement

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Starting Out

You just finished your residency and you are starting your career as a doctor. Maybe you’re preparing to sign your first employment contract. Or, perhaps you have already signed a multiyear contract that will come with a significant increase in income. We want to help set you up for success with financial strategies and solutions to ensure your money continues to grow as you mature in your career.

LEARN MORE about financial solutions for starting out as a physician.
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Growing Confident

You’ve gained a decade or more of experience as a physician and continue to mature in your profession. Now what? As you approach mid-career, it’s time to focus on a solid financial plan that will help you achieve your long-term goals – for the remainder of your career and into retirement.

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Planning for Retirement

As you get closer to retirement, we can help you figure out what comes's next. We’ll help you assess your current plan and make adjustments to ensure you realize the retirement you’ve always imagined.

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Retirement

It's never too early to think about where, and to whom, you want your wealth to go after you're gone – and in the most tax-efficient way possible. Whether you're in or near retirement, we’ll consider your goals and your wishes for family and future generations, so you can build on the legacy you’ve already started.

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Jill Haupt
Jill Haupt, SVP Private Banking Sales Manager, Racine, WI

Your Trusted Partner for Life's Biggest Moments

No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.

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