Financial Planning

Our Wealth Management Group understands that people are seeking easier, smarter ways to create, protect and enjoy their wealth.   We understand that as your wealth grows, life doesn’t get simpler…it gets more complex.  

As one of the region's largest trust companies, we serve as a fiduciary advisor to our clients. This means that we hold ourselves to the highest standards and pledge to put our clients' interests first, which allows us to align to your goals. This is an important distinction in today's financial marketplace. We believe everyone is best served by a transparent model with full disclosure.

We believe in the benefits of planning in many areas of life, including your finances.  Our overall planning based approach will help you:

• See your entire financial picture at once
• Evaluate your situation easily and develop effective strategies for the future
• Stay informed and avoid big surprises
• Simplify your life

How do we help our clients achieve these results?   In today’s fast-changing financial landscape you need to ensure your wealth management is as effective as possible.  Our planning process helps you track all of your finances from a single access point in a system that is easy to use, always available to you, updated daily and coordinated with your financial, investment & estate planning objectives.  Our measurement of success is different.  We measure success by helping you achieve your specific goals.

Please take a few minutes to view our web presentation on Financial Planning, the presentation is approximately 2-3 minutes:
Our Approach To Financial Planning

Stay Organized 

Depending on your individual situation, click on a presentation link below if it applies to you. Each presentation is approximately 2-3 minutes.

For Business Owners
For Physicians
For Executives 
For Professional Women
For Attorneys

Frequently Asked Questions

Personal Financial Planning

You might ask yourself….does our plan allow us to:

• Retain sufficient resources to protect our financial security and maintain our desired lifestyle?
• Transfer what we have, to whom we want, when we want, the way we want?
• Direct our social capital (that part of our wealth that must be directed for use in society…either in the form of taxes or gifts) in a manner consistent with our personal values?

Financial Planning for Business Owners

We understand the unique needs of business owners and provide solutions designed to coordinate your business with your personal financial plan.  You might ask:

What would happen to my business if I died or became disabled?
How can I selectively attract, reward and retain top notch employees?
Are me and my employees on track to be financially independent at retirement?

Typical Planning Strategies for Business Owners

• Buy – Sell Agreements
• Business Continuation Strategies
• Business Overhead Insurance
• Key Man Insurance
• Retirement Plans – 401k, 403b
• Group Life and Disability Insurance
• Non Qualified Plans

 For assistance with Retirement Planning and Insurance services contact Brian Cohoon at 502 625-0875.

Investment Services     Trustee Services     IRAs and Retirement Planning Services     Financial Planning 

   Insurance Planning       Estate Planning       Estate Planning 

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