Financial Planning

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We Can Help With the Big Decisions

Building a solid financial future is not a one-size-fits-all kind of plan. You need a strategy that fits your needs and your finances. Most of all, you need a team who understands your whole financial picture.

Own Your Financial Future

Take the guesswork out of building a solid financial future. No matter what stage of life you’re in, we can help you get there.

Growing Your Portfolio Through Investments

If you want to grow what you’ve saved, look for opportunities to invest. If you’re uncertain where to begin, we can help you build a strong, diversified portfolio.

Planning for Retirement

Achieving the dream of a secure, comfortable retirement is much easier when you plan well in advance.

Planning for Your Child’s Future

We can help take the mystery out of how much you need to save and what options are available. Whether your goal is to cover the cost of college or pay for other educational expenses, it’s never too early to start.

Switching Jobs

Rolling over a 401(k) or IRA? Transitioning to a civilian job? No need for an internet search. We’ll help you weigh all your options and select the right mix of savings and investment opportunities for maximum growth.

Exchanging (Financial) Vows

Understanding each other’s financial history and deciding together how you’ll handle finances creates a strong foundation for what’s ahead.

Receiving an Inheritance or Unexpected, Large Sum of Money

If you’ve received a large sum of money, you may be wondering, “Now what?” Our financial advisors can help with smart strategies for handling the extra money responsibly.

Understanding Estate and Trust Planning

Ensure your wishes are honored and your assets are protected by planning ahead of time. Having a plan in place can help your heirs pay less in taxes and other costs.

Ready to Get Started?

Our financial advisors work on-site in more than 150 branches and are available by phone nationwide. Call or visit a branch to speak to an advisor near you today.

Find an Advisor Near You

How Can I Make My Money Work for Me?

Am I on track for retirement?

Tips and trends for beginning investors through those getting ready to retire.
Learn Moreabout Am I on track for retirement?
How can I set aside money for my child’s college expenses?

Smart ways to build your child’s future.
Learn Moreabout How can I set aside money for my child’s college expenses?
I just switched jobs—what should I do with my old 401(k)?

Roll it over? Leave it where it is? Cash out? The facts you need to help you decide.
Learn Moreabout I just switched jobs—what should I do with my old 401(k)?
What should I do if I receive a large amount of money?

The right steps to secure your financial future.
Learn Moreabout What should I do if I receive a large amount of money?

FAQs

We break down the answers to our members’ top questions like what a financial advisor does, what it costs and how to know if you’re ready for their help.

Is a financial advisor right for me?

Once you’ve saved for emergencies and are on a solid financial footing, it’s a great idea to begin considering how you’ll fund your future and protect your assets.

Will you talk to me about other investment opportunities, too?

Choosing the right mix of investments requires an in-depth understanding of your investment objectives, risk tolerance and how long you have to save. We’ll work with you to develop a personalized plan that best fits your goals and finances.

I need more help, but I’m not ready to speak to a financial advisor yet. What should I do?

Whether you’re just beginning to save for a rainy day or want to begin planning for retirement, we have educational resources to help you build your financial confidence. When you’re ready, our financial advisors will be there.

How much does it cost?

Your initial consultation is completely free. After that, any costs would depend on the kinds of services you use and the complexity of your portfolio.