Saving for Retirement
Identify what retirement, healthcare and insurance, and additional income sources will look like and build a plan to accommodate them.
Financial Planning
Set your priorities and stay on track with Financial Planning services.
Plan Your Financial Future
Understanding what you want to achieve and how you’re going to achieve it is key to reaching your goals. Financial Planning services help you accomplish your short- and long-term financial priorities.
Whether you plan to exit your business, set up a college fund, or ensure you have enough cash to comfortably live the lifestyle you want, Financial Planning is how you get there.
Create a Wealth Plan With Financial Planning Services
Approach the future with certainty. Document your financial situation, identify your priorities, and create a wealth plan that aligns to your goals.
Living in Retirement
Conserve your wealth and draft estate plans with retirement Financial Planning. Live the retirement of your dreams while we take care of the details.
Investing for Success
Create a well-defined plan that matches up with your goals. Leverage our expertise to make sure you have the right asset allocation and diversification strategy.
Borrowing with a Plan
Find the best borrowing options to reach your long-term goals without putting your future on hold.
Transferring My Wealth
Ensure your wealth and assets transition efficiently to the next generation. Protect your financial investments and the future of your family.
Managing My Health & Security
Make sure your life insurance, long-term care insurance, and personal security account for all of your needs as you move into retirement.
Exiting My Business
Create a strategy to exit your business by handing it down, selling, or turning it over. Ensure your hard work pays the dividends you and your family deserve.
It Starts By Asking the Right Questions
Where am I now? Am I on track? What should I do?
As advisors, before we can help you achieve your goals, we must first understand your priorities.
With an understanding of what is important to you, we create a Wealth Plan and maintain ongoing dialogue, so you have the confidence to know you’re effectively managing your wealth and achieving both your short- and long-term goals.
Why Financial Planning Matters
75%
of performance volatility is determined
by asset allocation
25
years your retirement savings need to last
18%
of those 55+ with legacy plans have all the essentials
60%
of small businesses do not have a succession plan in place
$8,788
average 401(k) annual contributions of plan participants
How We Make Sure We Get It Right
You talk, we listen.
Listening is a hard skill; in fact, most people only retain about 25% of what they hear. When your Financial Planning team misses 75% of what you say, they fail to identify your goals, your needs, and create a financial plan that truly works for you.
That’s why active listening is an essential skill for everyone at First Business Bank. Stay on track to meet your Financial Planning priorities with a team that listens to understand and always acts to make a positive impact for you and your family.
Read Enlighten Articles for Expert Guidance
Articles in this issue of Enlighten, published by First Business Bank's Private Wealth team, examine a variety wealth topics under the lens of change. From philanthropic legacy planning to avoiding emotional investing, our experts guide you to help you protect and grow your wealth.
Find Out More About Financial Planning
Discover insightful analysis and reports related to Financial Planning and Private Wealth management.
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Catching up with Jerry & Donna Smith in Retirement
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10 Steps to Improve Your Finances This Year
Every year, we make resolutions and set goals to improve our overall well-being.