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
Living in Retirement
Investing for Success
Borrowing with a Plan
Transferring My Wealth
Managing My Health & Security
Exiting My Business
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
of performance volatility is determined
by asset allocation
years your retirement savings need to last
of those 55+ with legacy plans have all the essentials
of small businesses do not have a succession plan in place
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
Business Succession Planning: When Selling Makes Sense
Catching up with Jerry & Donna Smith in Retirement