Plan Steps to Financial Freedom
Since 1937, The Peoples Bank has been committed to helping members move closer to financial freedom. Our experienced team offers investment, trust and estate services with a personal approach that puts your goals first.
Our trust officers (who are experienced team members in our Asset and Trust Management Department) also have backgrounds in business, education, military and nonprofit work, bringing a depth of perspective to every financial plan. From portfolio management to research-driven investment strategies, we provide objective guidance designed to protect and grow your wealth, so you and your family can enjoy the future with confidence.
Smart Investments to Help Your Future
Our portfolio management team is focused on building strategies that balance today’s opportunities with tomorrow’s goals. By carefully considering your tax situation, risk tolerance and long-term objectives, we create an approach designed to grow your assets, preserve capital and generate income. Every plan is personalized, ensuring your investments work for you now and support the financial future you envision. Click here to see the various investment and money market choices.
Take the First Step to Your Nest Egg
Every plan begins with a conversation. Our advisors take the time to understand your priorities, whether you’re hoping to save for a down payment, plan for retirement or prepare for your children’s education. With your goals in mind, we’ll design a financial roadmap that reflects your unique circumstances and always puts your interests first. This link will take you to some of the retirement planning choices.
Building Wealth with Purpose
The Peoples Bank can introduce you to the combined experience of its trust officers to help you build a plan that will, in turn, help build your wealth. The Asset and Trust Management team begins with an assessment of your current financial situation, examining your income and savings. From there, they will identify your personal and meaningful goals, such as an emergency fund or planning a trust for your estate.
A Partner You Can Trust
At The Peoples Bank, our advisors bring a considerable amount of experience with a commitment to putting clients first. Whether you need help building wealth, protecting your assets or preparing for life’s next stage, we provide strategies designed with your best interests at heart. Connect with the Asset and Trust Management Department at The Peoples Bank today. Call us at 228-425-8208 or visit ThePeoples.com/asset-management-and-trust to start your plan.