Personal Financial Consulting
Why wait? A solid, personal financial plan can help you prepare for tomorrow and make better decisions today. Let our friendly, local team help you plan for and reach a successful financial future, by …
… developing specific financial goals.
Whether planning for retirement, building wealth, or funding college, together we will create a detailed list of measurable financial goals just for you.
… conducting a portfolio evaluation.
We will evaluate your existing portfolio in an effort to maximize personal benefits by searching for ways to reduce unnecessary administration, consolidate assets, increase returns, and minimize taxes.
… presenting recommendations.
We'll present a list of manageable goals and provide you recommendations on steps you can take to successfully accomplish them.
PLEASE NOTE: Investment products provided by Southeast National Bank – Wealth Management are not FDIC insured/Are not obligations of, deposits or, or guaranteed by any financial institution/Involve investment risk, including the possible loss of principal amount invested/are not insured by any federal government agency.
Start a New Partnership Today!
To get started, stop in to one of our branches, or call for a Personal Financial Consultation today! 309-757-0700