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Comprehensive Financial Planning

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Creating and implementing a comprehensive financial plan will keep you focused on your goals and what is needed to achieve them. Each local Financial Advisor at Peoples Bank has specific expertise in one or more special areas of financial planning. Peoples Bank will help you create and implement a comprehensive financial plan designed to preserve your holdings. 

  • Face-to-face meetings with a local financial advisor who will gain a deep understanding of your goals and needs

  • Custom-tailored plans designed with your personal needs in mind

  • Net Worth Statement

  • Cash Analysis

  • Estate Planning

  • Educational Funding

  • Charitable Giving

Locate a Financial Advisor Near You

Helping you build a comprehensive financial plan is a process. Here are a few of the steps that we can take with you as you move toward meeting your financial goals.

  • Develop a clear picture of your current financial situation – assets, liabilities, income, expenses, life insurance, investment and retirement plans, taxes, etc.

  • Establish and prioritize your financial goals

  • Address areas of financial weakness

  • Discuss ways to build on areas of financial strengths

  • Choose specific products and services that will work towards your objectives

  • Implement strategies

  • Monitor your plan – make adjustments as circumstances change 

Locate a Financial Advisor Near You

Get More Info

Select from the options below to get more information on Comprehensive Financial Planning.

Call 1-800-374-6123
to speak with a service representative.
Locate an office  near you to meet and discuss in person.

 

 

The Peoples Bancorp website links to third-party websites on the Internet. Peoples Bancorp provides links to these web sites only as a convenience. The inclusion of these links are not endorsements by Peoples Bancorp. The linked sites are not under the control of Peoples Bancorp, thus Peoples Bancorp is not responsible for the content of any linked site or any link contained within a linked site. Adobe Acrobat Reader 5.0 or above is required to access all PDF documents. Insured deposit products and services are offered through Peoples Bank,Equal Housing Lender, Member of FDIC.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.  Peoples Bancorp and the investment center are independent of Raymond James Financial Services.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact your local Raymond James office for information and availability.  Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding an website's users and/or members.

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