Financial Planning Services

Plan for tomorrow, today.

All too often the thought of planning for tomorrow gets put off until, well … tomorrow. Why wait? A solid, personal financial plan can provide priceless peace of mind, and help you prepare for tomorrow and make better decisions today.

No matter where you are in your financial planning endeavors, we are here for you.

The SENB Partnership

Defined Objectives, Desired Outcomes

 

We work hard to understand where you have been, where you are and where you want to go.

We take the time to educate you so that you understand the multitude of ways available to secure and grow your investments. We welcome questions and concerns, as well as ideas from our clients. The more we know about you, the more we can spot opportunities for growth and return.

We understand the importance of controlling and managing risk, as well as the appropriateness of using certain tax strategies. Our financial professionals are attuned to the tax consequences of investment vehicles and have developed solid strategies for managing these concerns.

Financial planning is more than just return on investment. A strong financial plan will also provide peace of mind and adaptability to change as your life changes.

At SENB Wealth Management, you don’t need to know the latest financial trends or IRS lingo. You just need to know what you want out of your life and how you define success. We will then work alongside you to develop a plan that works best to achieve it.

SENB Wealth Management’s financial planning services include:

  • Investment Analysis
  • Risk Analysis
  • Social Security Analysis
  • Retirement Plan Analysis
  • Retirement Planning
  • Lifetime Income Planning
  • Education Planning
  • Estate Planning 
  • Business Succession Planning
  • Financial Solutions for Caregivers

 

  Investment Management   Fiduciary Trust Services    Retirement Plans

Start a New and Lasting Partnership Today

To get started, stop in or call our financial professionals today at (309) 743-1202.

Not FDIC insured, not a deposit or other obligation of, or guaranteed by, the bank, and subject to investment risks, including possible loss of principal amount invested.