How Our Personal Financial Planning Services Benefit You

From our experience with financial planning services, we know there are many choices that factor into your ultimate decision of where to go with your money and assets. At Town and Country Bank and Peoples Prosperity Bank, our Trust and Investments team offers a personalized approach to bring you peace of mind when dealing with your finances.

As you look for a place you feel comfortable with managing your money, we will be sure to answer all of your questions so that you can make the absolute best decisions for your financial future.

What sets us apart from others?

Our focus ensures clients have a sense of empowerment with their finances and not a created anxiety. As your financial partner, we pride ourselves in the three ‘P’s:

Philosophy

We work side-by-side with you every step of the way to make sure your financial objectives are achieved. Throughout our relationship, we keep you informed as to what we are doing, why we are doing it, and clearly outline the results you should expect.

Process

Our main objective in meeting with you is to understand your needs, wants, and goals. We then tailor a Financial Life Plan that is designed specifically for you.

People

Overall, our people are what set us apart. We are a tight-knit team of Trust and Investments professionals with extensive knowledge that allows us to offer you a full range of personalized options suited to your specific goals.

The perfect balance in our services.

Your life is about choices, in which decisions are not always black and white. That is why we believe in options that can be paired together to create a cohesive solution for your Financial Life Plan.

Below are some of the ways we can help work with you to provide the best services for your needs.

• Trust Administration
• Investment Management
• Estate Administration
• Retirement Planning
• Custodial Services
• Serve as Guardian
• Personal Recordkeeping and Bill Pay
• Act as Agent

Why you should choose us to achieve your personal financial goals.

We put YOU first.

With our financial planning services, we operate in a fiduciary capacity. This means that we are obligated to prioritize the needs of our clients above everything else. We offer highly individualized care when dealing with your money and assets and will work together to make sure your goals are set in place, well within your reach.

We not only help you reach your goals, but we work with you to develop an investment plan that you’re comfortable with.

When investing your money or assets, there is always some risk involved. With our services, we use our years of expertise to help our clients understand any potential risks in their investments and thoroughly explain the major benefits associated with utilizing us as a resource for managing their finances. Together, we can determine the best timeline for the investment strategy needed to help you reach your goals.

We have a highly credentialled team with a common objective.

Town and Country Bank and Peoples Prosperity Bank wants to see you succeed with your investments. As a result, our entire Trust and Investments team works together to make sure you receive stability, impartiality, and the best possible investment experience. When working with our clients to deliver solutions that meet their financial needs, providing exceptional customer service is paramount, in which we do through establishing relationships and actively listening.

Each member of our Trust and Investments division has a true understanding of all of our clients and has collectively developed a team approach to keep one another up to date on client accounts and needs, ensuring that timely and accurate feedback is always a reality.

Contact our Trust and Investments team today!

We strive to meet the needs of our customers and answer any questions they may have. At Town and Country Bank and Peoples Prosperity Bank, we make it our priority to put our customers at the forefront with their personal financial planning. If you’re interested in learning more about how our Trust and Investments team can be a beneficial resource for you, contact us today to get started!