Planning and expertise Icon Premier Banking Planning & Expertise

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Here’s where we think Premier Banking can help.

Retirement planning is easier when you have a trusted partner.

Based on how you responded, you clearly see the importance of making your retirement a priority. That’s great.

No matter where you are in your planning process, if the idea of plotting out that chapter of your life seems intimidating, our trusted team of Premier Bankers is here to provide you with:

  • Sound advice
  • Easy-to-use calculators
  • Worksheets
  • Clear steps that can help improve your efforts and keep you on track.
Schedule a meeting with a Premier Banker
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Planning Icon Retirement

Expertise in retirement planning

Planning for retirement might seem a little intimidating, but with a trusted, expert partner, it can be easy to navigate and leave you with greater confidence.

No matter where you are in the retirement planning process – whether you’re just getting started or are currently retired – we provide calculators, worksheets and clear action steps that can help improve your efforts and keep you on track.

Retirement planning is easier when you have a trusted partner.

When are you planning to retire?

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We work together for you.

Because no one person has all of the answers, we work as a community, made of a team of specialists, to help you reach your financial goals.

We’ve created dedicated pathways for our Premier Banking clients to connect with specialty partners, such as mortgage, insurance and investment advisors and more. In most cases, your Premier Bankers will work with you to create the plan, then, based on your goals, will introduce our specialty team to help deliver on them.

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Expertise in investments

You know us as your trusted bank, but did you also know, through our affiliate1, we offer a comprehensive array of investment products and services you’d find at most brokerage firms and are here to support you right from the beginning - the planning process?

  • Traditional IRAs
  • Roth IRAs
  • Rollover Investment Options
  • Automated Investing
  • Stocks
  • Bonds
  • Annuities
  • SEP IRAs
  • Brokerage Accounts
  • Mutual Funds
  • Global Investing
  • ETFs

Plan for the future

On your own or with the help of one of our bankers, discover how your very own planning process can change and adapt to your needs with expertise and support from SunTrust.

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Invest with a purpose

Your investments should do something, not just be something. The success of your investment strategy should be measured by progress toward, and attainment of, your goals.

Adhere to a disciplined process

A consistent and disciplined process gives you the long-term focus to weather periods of market turmoil – while still allowing you to potentially capitalize on short-term opportunities.

Understanding and mitigating risk

We strive to help you mitigate risk through diversification, rebalancing and a “total return” approach that maintains your portfolio in alignment with your unique risk profile.

Select investment solutions wisely

Working together, we'll help you select the mix of investments that best fits with your financial circumstances, goals and personal preferences.

The wealth you've accumulated should create opportunities. A chance to live out your dreams as you always planned.

To help you do just that, Premier Banking gives you the personal advice, experience and tailored solutions to empower and motivate you on your financial journey.

Are you ready for the Premier Banking experience?

  • You'll enjoy personalized financial care from a dedicated team
  • You’ll have access to financial planning and creation of a customized financial strategy
  • You’ll receive exclusive privileges, discounts and money-saving benefits
  • Premier Banking clients maintain at least $100,000 in combined deposits and investments with SunTrust