Personal Financial Consulting
When you're working with a plan you feel so much more secure -- you have a firm hold on a financial future that is within reach and completely manageable.
Planning for retirement, college, or wealth accumulation is a process of identifying goals and determining the best routes you and your family can take to achieve them.
We will assist you in developing specific financial goals and then we'll conduct a portfolio evaluation and present recommendations to assist you in achieving your goals.
At Southeast National Bank, we add value by objectively providing a list of possible solutions and work with you to determine which solution best fits your needs.
Contact us today to get started on the journey to secure your financial future.
- Expert knowledge
- Dedicated personal service
- Develop a total asset program
- Clarify priorities
- Reduce unnecessary administration
- Consolidate assets
- Increase returns
- Minimize taxes and maximize personal benefits
Balance personal investment accounts taking into consideration all assets, including:
- Business interest, inheritance, 401(k) plan balances, IRA balances and real estate, life insurance and other investments.