Financial Planning Services

Are you on track for retirement?

Your plan isn’t one size fits all. We bring intentionality to financial goals and peace of mind to wealth transition.

Financial Planning

Our financial planning process evaluates your financial situation, sets achievable goals, and develops effective financial management strategies. We partner with you to determine how much you need to save to achieve the retirement you’ve worked so hard for. Our financial advisors will ensure you’re on track to meet your financial goals and timing.

  • Budgeting, saving, investing, and insurance
  • Tax, retirement planning, and estate planning
  • Services provided by two Certified Financial Planners (CFP)® adhering to high ethical standards
  • Income planning prior to retirement
  • Cash flow planning during retirement

Estate Planning

Our expert estate planning advisors ensure your assets and wealth are managed and distributed according to your wishes in the event of your death or incapacitation. Protect your families future and gain peace of mind with our personalized estate planning services.

We work with your legal counsel to:

  • Coordinate all legal, financial, and personal decisions related to your estate
  • Update beneficiary designations and plan for charitable giving
  • Minimize estate taxes for efficient asset distribution
  • Review your existing plans and provide recommendations based on your goals

Schedule a Consultation

Schedule a consultation today with our team of local wealth experts. It’s time to begin a generational partnership with accessible, trusted partners who have your best interests at heart.

Schedule your consultation

Meet our Wealth Team

Your local team of wealth experts.

BSB Trust & Wealth Management Team

Investment Products: Not FDIC Insured • Not a Bank Deposit • No Bank Guarantee • May Lose Value