Prosper with Field & Main’s 7 Step Financial Planning Process
You’ve worked hard to have a successful career and build wealth. But can you be sure your assets will outlive you? This is where our 7-step financial planning process can help. PROSPER encapsulates the key steps involved in providing a framework for comprehensive financial planning, implementation, and continued reevaluation. Learn more about PROSPER and how it can help you reach your goals and address your concerns!
Holistic Financial Planning Meets You Where You Are
What PROSPER Can Do for You:
Our 7-Step PROSPER plan help clients set a course for retirement, keep their plan on course, and ensure they can transition into their retirement years with confidence and peace of mind. We do this by helping you develop a strategy to achieve your financial goals and turn your dreams into reality.
One of the most important things PROSPER can do for you is give you peace of mind that your loved ones will be taken care of should something happen to you. We help ensure that your wealth outlives you.
Our holistic financial planning process is all about meeting your specific needs. Whatever your concerns, we will develop a plan to help you address them. We’ve worked with our clients on a variety of concerns, such as:
- Investment
- Risk Tolerance
- Gifting
- Special Needs Children
- Retirement
- Investment Performance
- Diversification
- Business Succession
- Financial Goals
- Tax Planning
- FDIC Coverage
- Illness
Ready to Prosper?
Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit, and may lose value.
Explore personalized investment strategies with Field & Main Wealth Management.
Fiduciary Services
Ensure your assets are passed on according to your wishes with Field & Main Bank’s fiduciary services.
