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.
The financial obligations associated with caring for an aging parent can often coincide with other priorities. Of course you want to help out when possible; just don’t jeopardize your own future.
Faced with the potential to live 30+ years in retirement, the traditional approach to retirement income may no longer make sense.
Big life changes can dramatically change how much money you’re able to save each month. Keep in mind these rules of thumb when life shakes things up.
Investing for your retirement over the long term takes a little knowledge and discipline. Though there can be no guarantee that any investment strategy will be successful—and all investing involves risk—there are ways to help yourself build your retirement cushion.
In 2014, Americans gave more than $358 billion to charity with nearly three-quarters of that amount coming directly from individuals. And while much of these donations come in the form of direct cash gifts, more and more individuals are turning to planned.
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