Wealth Management

Overview

The investment professionals at Franklin Bank & Trust Company offer a full range of wealth management services to help you develop a financial strategy that fully addresses your needs and concerns. Whether your priority is preparing for retirement, education planning for your children or determining how to best transition your estate to your heirs, your priorities become ours and we are committed to offering you exceptional service with measurable results. Our goal is to alleviate difficult and complex financial decisions by offering sound, simple and responsible guidance.

Investment Management

We will develop a unique portfolio tailored to assist you in reaching your short and long term financial goals while taking into account your individual investment needs, objectives and circumstances.

IRA/Retirement Benefits Planning

Retirement accounts can comprise a significant portion of an individual's wealth, while also presenting some of the greatest challenges. Though specific objectives vary from client to client, the implementation of a disciplined investment plan that minimizes risk while maximizing return is the ultimate goal of our investment team.

Financial & Estate Planning

Financial and estate planning often require expert guidance as you identify and prioritize financial needs as each stage of your life evolves. We will assist in analyzing your business and personal circumstances, assess goals and objectives, prepare for cash-flow needs and asset protection and review insurance policies after which we will tailor a strategy that will help you achieve your objectives. Your investment professional will coordinate with you to ensure that even the most complex and unexpected issues are addressed in your financial and estate plans.

Investment products are: Not a Deposit — Not FDIC Insured — May Lose Value — Not Bank Guaranteed — Not Insured by any Federal Government Agency — Subject to Risk