Your prime wealth-building years are a time for firming up and in some cases resetting long-range goals such as putting your kids through school or buying a second home. You’ll also want to look ahead to retirement and begin to build a fiscally sound foundation to ensure that your assets are preserved for your heirs.
At this stage of your life, effective financial planning is paramount. It can help you see exactly where you are, where you want to be and what steps you need to take to get there—providing a sense of clarity about your finances, your investments and your financial future.
A SunTrust Private Wealth Management advisor will work with you to help you understand your evolving priorities and make sure you have the right financial plan in place. We will help you structure a diversified and tax-efficient investment portfolio that reflects your specific goals, risk tolerance and time frame. We will also help you leverage our lending and specialized banking services and explore solutions for education financing, retirement and estate planning.1 Here are just a few examples of how SunTrust is helping people like you devise wealth building strategies:
Case Study 1: Elizabeth is recently divorced and needs to re-evaluate her plans to manage expenses, fund education and save for retirement.
Case Study 2: Helen and John are in their 30s with two young children and want to manage expenses, fund their children’s education and save for retirement.
Case Study 3: Tom, a principal at a start-up company, earns equity in lieu of a salary and wants to plan for short-term income, business succession and retirement.