Financial Planning Process

Your plan should be as unique as your fingerprint.

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.

Prioritize
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.

Synchronize
We also work with you to avoid surprises by exploring how multiple goals can have a positive or negative impact on each other.

Distill
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.

Simplicity, convenience and confidence

Watch a quick video about how our SummitView® planning tool can bring all your financial info into a single view.

Prefer to sit down for an in-person SummitView demonstration?

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.

 

877.962.9032
Contact the STIS Client Advisory Center

Find a SunTrust Location

Go

Investing & Retirement Resource Center

  • Will Caring for Aging Parents Threaten Your Retirement?

    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.

  • A Fresh Perspective on Retirement Income

    Faced with the potential to live 30+ years in retirement, the traditional approach to retirement income may no longer make sense.

  • Big Life Change? Three Retirement Rules of Thumb to Follow

    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.

  • Staying on Track with Your Retirement Investments

    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.

  • Donor Advised Funds: Family Giving Made Easy

    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.