Comprehensive Financial Planning
A comprehensive financial plan is the cornerstone of successful wealth management. A plan will uncover and quantify your goals, inventory your current resources, and create a roadmap of how to achieve those goals.
Our priority is to understand you and your priorities. Your Private Client Wealth Advisor coordinates a team of on-site financial specialists who use their expertise to tailor solutions to your needs. Our approach addresses your whole financial picture, from retirement planning, to educational funding, to managing risk and developing appropriate investment strategies.
Financial planning is not a one-time event, but a cyclical process that adapts to meet your life's changing circumstances. As such, we will periodically review your financial plan, not just to gauge whether you are on track, but to ensure that the plan itself accurately reflects changes, such the birth of new children or adjustments to the code.
For more information about our approach to comprehensive financial planning, we invite you to contact:
Scott E. Johnson, CFP®
Vice President & Manager
Private Client Services
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.