Quite often one person in the relationship has been predominantly the money manager. When he or she dies, the process can be overwhelming to the remaining spouse. We help them go through their assets, show them where things are located and how they are signed and then help with updating documents and making money decisions for the future.

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You need to feel comfortable and confident in the person you are work with. There has to be a connection.

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As a bank we have a fiduciary obligation to our customers and their money. The services necessary for an individual's investment plan might not all come out of the same department. We might refer them to our loan department for debt consolidation for example.

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The support of the community enables us to put on a program like this.

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