Wealth Management - Wealth Advisory
For many, financial planning is a daunting task due to the complexities of evaluating numerous areas of your financial picture. At Lake City Bank, our wealth advisors will carefully work with you to develop a financial plan that provides a clear understanding of the steps that need to be taken to achieve your goals.
Whatever your situation - retirement, inheritance, sale of a business - a financial plan will provide the framework for understanding how each financial decision you make affects other areas of your finances. By viewing each financial decision as a whole, you can consider its short- and long-term impact on your goals and lifestyle.
By following these financial planning steps, your wealth advisor will develop a personalized plan that will ensure you are positioned best for the future.
- Gather data and identify your goals
- Analyze and evaluate your financial status
- Develop and present your personal financial recommendations
- Implement and monitor these recommendations
Investment products utilized through the Wealth Advisory Group are not obligations of, nor guaranteed by Lake City Bank, are not FDIC insured, and may involve risks, including possible loss of principal.