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Retirement Advice Services

Retirement, Saving and Investing – A Roadmap To Your Financial Security Through Saving and Investing – Information is an investor’s best tool. While money doesn’t grow on trees, it can grow when you save and invest wisely. Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life.

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NOTICE: Securities and Insurance Products are not insured by FDIC or any Federal Government Agency: May Lose Value; Not a Deposit of or Guaranteed by M&F Bank

Retirement

Setting money aside to enjoy in your later years is easy to do with our products. Our trusted advisors will work with you to determine the best retirement solutions for your needs. We will discuss what you would like your future to look like and work with you to discover and implement the saving strategies needed to make that goal a reality.

Insurance

There are a variety of insurance types that may be necessary. These include life, disability, and business insurance. It is important to review your current coverage and determine if it meets your needs. With several available insurance options, our bank will help you decide on policies that properly suit your goals and protect your assets.

Financial Planning

A financial plan encompasses where you are now and what your future may look like. We are here to help create and organize a financial plan personalized to your lifestyle. With our financial planning services, we strive to help our customers achieve their financial goals.

Planning for College

There are times when federal aid and loans are not enough to cover the entire cost of attendance in full. It may take many options to finance a college education. Our products serve as a resource to provide the difference between those funds and the cost of obtaining a degree.

Investments

We offer investment services to enable our clients to grow their wealth and build confidence in their financial futures. Our expert advisors are available to provide guidance, using your financial goals to develop an investment strategy personalized for you. This process includes consultations to create a plan that considers your vision to provide straightforward solutions.

Trust and Estate Planning Services

Wealth management is not only about you, but the generations to follow, as well. The primary goal is to help you protect your finances now and in the future. Trust and estate planning services help you secure your wealth and ensure the plans for your assets are executed according to your wishes.

Tax Strategies

Taxes can be a complicated area of our lives. Our advisers will work in partnership with you to ensure that you are in the best position to benefit from your current situation and avoid leaving money on the table.

Long Term Care

Planning for long-term care is the process of preparing for healthcare for your future. Long-term care planning includes providing for home care, assisted living accommodations, and potential home renovations that may become necessary due to disability. Acquiring long-term care early allows you to plan now and not worry later.

Financial Planning Seminars

Organizing your finances starts with education and seminars work to educate individuals in personal finance. The seminars cover a host of topics appropriate for customers at every stage of their financial journey. These classes may cover topics regarding budgeting and spending plans, saving, eliminating debt, and types of retirement accounts.

Workplace Seminars

Financial wellness is a part of every person’s life and can affect employees at every level of an organization. Employers can offer workplace seminars as an additional benefit to their employees. The seminars are designed to cater to the needs of the staff and may result in an increase in enrollment in the company’s offerings.

Saving & Investing

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