Where are you in life? What are your dreams? What assets do you need to protect? What do you want for your children? What about your employees? Have you found yourself holding more liquid assets than perhaps you need?
These questions and many others are considered when determining an overall plan to suit your current financial situation and objectives. No cookie-cutter solutions here. This is about you.
Together, you and your First Citizens advisor will discuss diverse subjects including real estate, current investment holdings, retirement scenarios, your family, company, employees and more. The goal is a comprehensive plan that addresses the financial objectives most important to you.