A sound financial plan keeps you focused on the moments that matter.
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.
Learn about the global economic backdrop, our view on global stock and bond markets, and recommendations for major investment asset class combinations in your portfolio.
Calculating annual required minimum distributions (RMDs) can be complex and mistakes can be exceedingly costly, so it’s important to consider an optimal withdrawal strategy.
As you transition to retirement, five additional risks emerge (in addition to market risk). Each of these, if not adequately planned for and managed, could result in outliving your savings.
Faced with the potential to live 30+ years in retirement, the traditional approach to retirement income may no longer make sense.
By using automated billing and payment systems, companies can drastically reduce their exposure to fraud-prone paper transactions.
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