Work With Us
We look forward to meeting you and learning about your specific goals and dreams. An initial meeting with our advisor provides you the opportunity to get to know our department and the services and solutions we can provide. This meeting will include a review of your existing financial situation and potential opportunities, gaps, and general strategies.
Who are BankFirst Wealth Management services designed for?
BankFirst Wealth Management services are ideal for clients who are facing financial transitions and/or new life cycles, which typically include marriage, children, career changes, retirement, divorce, loss of a spouse, or sudden wealth. We can also provide services for basic transactions, such as opening a college savings plan or consolidating employee retirement plans into an Individual Retirement Account (IRA). The strategic approach and philosophy that BankFirst Wealth Management employs provides the greatest benefit to clients looking to purse long-term goals.
Is there a charge to meet with a BankFirst Wealth Management advisor?
It is completely free of charge to meet with a BankFirst Wealth Management advisor. The initial meeting is an opportunity for us to get to know each other and identify your financial needs in relationship to your individual values and goals. From this meeting, our advisor will be able to analyze your existing financial situation and develop an investment plan with recommendations.
Where are BankFirst Wealth Management services provided?
Our Wealth Management department is headquartered in the Main Branch of our Norfolk location. However, our advisor will meet at any location that is convenient for you. This includes any of our branch locations, or even a coffee shop, restaurant, or your living room. Additionally, our advisor is able to set appointments for evening or weekend hours if that works best for your schedule.
What should I bring to our first meeting?
- A list of your financial assets and your best estimate of what each is worth. Examples include your home, real estate or property, savings and investment accounts, retirement accounts, insurance policies, and annuities. It is best if you can bring along the most recent statements if available.
- A list and dollar amount of what you owe. This includes mortgages, home equity and auto loans, personal loans, credit card balances, student loans, promissory notes, retirement plan loans, and any loans you may have cosigned.
- A list of any specific questions you may have or situations you would like to address.
- A list of future dreams and financial goals you would like to achieve, including both short-term and long-term goals.