What kinds of investment options are available to save for my child's education? What type of tax advantages can help maximize my child's college fund? How much will it cost to send my child to college?
These are just some of the questions you need to consider when planning for your children’s or grandchildren’s higher education. Let our Investment Executives help answer these questions and get you started saving for your children’s education today.
Estate planning is the process of arranging assets in a manner that can help meet lifetime financial objectives, and simultaneously helps provide for survivors' needs and the disposition of property at death.
A carefully implemented estate plan can help create and conserve assets during life, minimize death taxes and estate settlement costs, assure that cash is available to pay unavoidable death taxes and costs, and provide an orderly distribution of assets that meets the estate owner's objectives and intentions. It gives you peace of mind and family harmony.
Are you prepared for retirement? How much income will you need to maintain your current lifestyle? How will your taxes be affected after retirement? What about Social Security benefits? What are my options with my retirement funds from my former employer? Let our Investment Executives help you consider the answers to these questions and plan to make the most of your retirement savings.
Major Life Events
Has your marital status changed? Did you just have a baby? Are you considering changing jobs? Maybe you’d like to plan for a major purchase, such as a boat, a dream vacation, or a new house? Whatever your life stage, our Investment Executives can work with you to be prepared and meet your financial goal.