Planning & Expertise
Reach your financial goals with tailored advice from our team of experts.
Your finances are like everything else in life – when you need something, you want the best. Our Premier Banking clients get expertise at every turn. And by having experts at the ready for all of your banking needs, you’re always on track to achieving your goals.
sound advice from our experts, helping you make confident financial decisions throughout your journey.
the option to leverage our expertise to bank how you want, when you want. Or work side-by-side with one of our professionals.
working with our licensed advisors to craft a financial plan tailored just for you.
We work together for you.
Because no one person has all of the answers, we work as a community, made of a team of experts, 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, 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 experts to help deliver on them.
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 peace of mind.
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 improve your efforts and keep you on track.
Retirement planning is easier when you have a trusted partner.
When are you planning to retire?
More than 25 years
Today is the day to think about your retirement
Less than 25 years
Get your retirement plan right where you want it to be
I'm there now
Ensure your retirement savings match your needs
Expertise in investments
You know us as your trusted bank, but did you also know 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
- SEP IRAs
- Brokerage Accounts
- Mutual Funds
- Global Investing
Plan for the future
On your own or with the help of one of our bankers, discover how your very own dynamic planning process can change and adapt to your needs with expertise and support from SunTrust.
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.
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 mitigate investment 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 select the mix of investments that best fits with your financial circumstances, goals and personal preferences.
Related information for you
Principals of financial planning
A carefully-crafted and comprehensive financial plan provides a roadmap to financial security, allowing your goals to work in tandem rather than at odds with each other.Read article
It’s time for you to experience the Premier Banking difference.
Get the professional support, financial planning and benefits you need to keep moving forward.
Planning & Expertise
We'll help you achieve your financial goals with tailored advice from our team of experts.