Comprehensive Financial Planning
Plan Now to Achieve Your Future Goals
Many individuals and families have sophisticated financial needs and goals. One of the best ways to achieve those goals is to create a financial plan with the help of a trusted expert.
Customized Financial Plans
The experts at Bankers Trust spend time with you to understand your aspirations so they can help develop the customized plan you deserve. We offer financial planning options created specifically for you, including:
Goal Based Investing
Identifying your short- and long-term goals so we can map out how to reach them.
Cash-Flow Analysis
Reviewing your income and expenses to understand your whole financial picture.
Risk Management
Understand and manage the risks that could undermine your goals, deplete your assets or create disruption with your income.
Retirement Investment Planning
Create an investment plan that matches the level of risk needed to meet your retirement goals and style of living.
Additionally, our best-in-class systems provide supporting information, reports and visuals as well as a seamless user experience for managing your accounts.
Work With Our Experienced Financial Planning Team
In addition to financial planning capabilities, the Bankers Trust team has ample expertise in trust management and investment management, allowing us to help implement each customized plan.
Karli Bradley, CFP®, CRPC®
VP, Senior Private Client Wealth Advisor
18750 N. Hayden Road
Scottsdale, AZ 85255
(480) 417-4908
[email protected]
Caleb Tilstra
VP, Senior Trust Officer
453 7th Street
Des Moines, IA 50309
(515) 245-2965
[email protected]
Zach Holmes
AVP, Private Client Wealth Advisor
201 1st Street SE, Suite 1100
Cedar Rapids, IA 52401
(319) 866-7227
[email protected]