Wealth Planning
Bring clarity to your financial life with a plan to help you create, grow and protect your wealth.
Keeping track of your complete financial picture is easy when it’s viewable in one place. You’ll have secure access to your entire wealth plan, when and how you want it, through illuminusbank.com.
Log in to get a single view of your accounts – even those you hold at other financial institutions – from one convenient dashboard. You can test wealth planning strategies, create what-if scenarios and benefit from other online planning tools.
With all your finances in focus, it’s easy to monitor progress toward your goals and make updates to your wealth plan as your needs evolve.
Where are you in your financial journey?
We work to understand your assets, needs and goals, then provide the right level of support to help you move forward.
Envision your financial goals.
Together we’ll clarify your goals to:
- Create wealth. Begin your journey creating wealth through your business, job, inheritance or other ventures.
- Grow your wealth. Pursue potential asset growth with a wealth plan based on your goals and feelings toward risk.
- Protect your wealth. Help protect yourself and your family against the unexpected.
- Make an impact. Direct your assets toward the people and causes that matter most to you.
Create your wealth plan.
When you work with a dedicated financial professional, you’ll have a single point of contact to guide you, backed by a team of specialists. We’ll help you identify and prioritize your goals, and design a plan to work toward them.
We follow four steps in our wealth planning process:
Engage with you. We identify what’s important to you, including your financial goals and ideal timing.
Design your plan. With your unique goals in mind we design your wealth plan.
Implement strategies. Together, we’ll implement strategies to help you work toward your wealth goals.
Adapt to your needs. We monitor your plan’s performance and make adjustments based on your evolving goals.
Work your wealth plan.
Keeping track of your complete financial picture is easy when it’s viewable in one place. You’ll have secure access to your entire wealth plan, when and how you want it, through illuminusbank.com.
Log in to get a single view of your accounts – even those you hold at other financial institutions – from one convenient dashboard. You can test wealth planning strategies, create what-if scenarios and benefit from other online planning tools.
With all your finances in focus, it’s easy to monitor progress toward your goals and make updates to your wealth plan as your needs evolve.
Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.
The information provided represents the opinion of Illuminus Bank and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.