Rather than forcing you to adapt to our financial planning process, we’ve created a process flexible enough to adapt to your ever-changing life and evolving financial needs. How do we accomplish this?
Listen and Engage
Instead of trying to impress you with jargon, our advisors prefer to listen to your personal history, your goals, your worries and your dreams. We’ll even provide an opportunity for you to build your own plan that we will analyze together as we prioritize, synchronize and distill.
We’ll help you determine which of your goals are most achievable and the steps you need to take to start moving in the right direction today.
We also work with you to avoid surprises by exploring how multiple goals can have a positive or negative impact on each other.
Working together, we’ll turn the universe of planning options into just a few recommended actions that will put you on the path towards financial confidence.
Watch a quick video about how our SummitView® planning tool can bring all your financial info into a single view.
Call 844.206.8900 to schedule a demonstration or enter your zip code below to find your nearest SunTrust Investment Services (STIS) or Premier Banker.
Determine what you need to do to save for that big purchase, be it a car, a home, or something else.
This cheat sheet helps FAFSA terms make sense so you can fill out the form with confidence and get the money you need.
The SunTrust Weekly Market Monitor provides a view of last week’s market events.
The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.
Strong relationships with real estate agents can help lenders reach their goals and grow their revenue. But this partnership works both ways.
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