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Successful investing begins with creating a comprehensive long-term wealth plan that addresses your objectives. Preparing for life’s transitions, like sending a child to college, buying a second home, and living your dream retirement, requires an integrated financial plan to identify your priorities and address your needs at different stages of your life.

At First Business Bank, our Private Wealth team gives you the confidence and peace of mind that your financial future is on track. Our detail-oriented framework consists of a four-step process: Understanding Your Priorities, Analyze & Evaluate, Develop & Present Recommendations, and Implement & Monitor.

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Understanding Your Priorities

We start with a conversation. At our first meeting, we review your specific objectives, holdings, and legal documents. During this meeting we also uncover any unique circumstances, develop an understanding of specific concerns, and discuss, in detail, your tolerance for and understanding of risk.

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Analyze & Evaluate

Once we have a clear understanding of your objectives, we work collaboratively evaluating your current situation and challenging ourselves to think creatively when researching solutions for your plan.

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Develop & Present Recommendations

As your advocate, our focus is on providing solutions. We are not in the business of selling products. You can be assured that our recommendations are aligned with your interests and customized to your objectives.

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Implement & Monitor

Once we’ve implemented your plan, we keep you informed through regular meetings, performance reviews, and online access. As your partner, we work closely with you to make sure your plan stays on track. Monitoring your progress towards your goals is essential and we are responsive to changes in your objectives.

Successful planning begins with identifying your unique objectives, and then creating a custom, comprehensive long-term wealth plan that addresses these goals. We help our clients prepare for life transitions from sending a child to college, selling a business, buying second home, to living their dream retirement.

Wealth Accumulation

The saving phase — we'll help you determine how much you need to save to achieve your goals, and look at the whole picture, including debt, insurance, and more.

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Pre-retirement Preservation

What's my number? Our experts help you figure out when you can retire, what education expenses will look like, assess your healthcare and insurance needs, and plan income sources.

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Retirement

Focusing on our proven strategies to conserve wealth and helping you draft estate plans, our seasoned experts take care of the details while you live the retirement of your dreams.

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Legacy Planning

We help create specific plans to allow the efficient transfer of your wealth to the next generation with personal goals and strategies to address your specific family and business situation.

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Enlighten-Business Succession

ENLIGHTEN™ – Winter 2021

Enlighten is a semi-annual magazine from the Private Wealth team of First Business Bank. In this issue, we bring together our experts to discuss all aspects of retirement.

Get your digital copy of the magazine today.

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NOTICE

Access to our Remote Deposit Capture system is intermittently unavailable; users may not be able to access it at this time. We are working to restore access as possible. If you have questions, please contact us at:

  1. Wisconsin Region: 608-232-5938
  2. Kansas Region: 913-717-6464