Love and Marriage... and Money
Managing money and setting financial goals are among the most important and challenging elements of any marriage or partnership. Our advisors want to help you and your partner with strategies to build a comfortable financial future.
What are your financial goals?
Achieve financial security and peace of mind by establishing your mutual goals.
- What life values are important to you?
- What type of lifestyle appeals to you?
- Will you have children?
- Will you vacation every year?
- Do you want to pursue a hobby or other outside interest?
- Will you fund your children's higher education?
Before You Walk Down the Aisle
Shared goals are key to long-term happiness and harmony.
Settling in for the Long Term
We can help you and your spouse or partner refine your financial planning over time.
Gliding into Retirement
Each of you should understand your options for retirement.
We can help you get there
Checking Your Way
Whether you prefer online and mobile banking, unlimited debit card transactions or the opportunity to earn interest on your checking account balances, we have you covered. Access fee-free ATMs, chip debit cards, Cardless Cash, Mobile Deposit and Overdraft Services.LEARN MORE about checking account options
Savings & Money Market
Be prepared for life’s little surprises with a savings or money market account. Whether you're just starting to save, building an emergency fund or saving for something special, we can help you reach your goals.LEARN MORE about Savings and Money Market.
Purpose of 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.LEARN MORE about how we can help you with Financial and Retirement Planning.
Establish Your Legacy
Determine what story you want your wealth to tell about you and your family. If your financial plan indicates that you have more than necessary for a lifetime of financial independence, your wealth can be used now to create your legacy.LEARN MORE about family wealth planning.
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.FIND AN ADVISOR