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.
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Chief Market Strategist Keith Lerner recently joined CNBC’s Squawk on the Street to discuss buying opportunities, leading and lagging sectors and our continued bullish outlook.
How technological trends—from mobile apps to social media to digital mortgage options—are improving the mortgage application process.
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The SunTrust Weekly Market Monitor provides a view of last week’s market events.
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