Build a legacy that can last for future generations.
You’ve worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family, friends, and the causes that are important to you.
At Thumb Bank & Trust, one of our SPF* Financial Consultants, available through Sorrento Pacific Financial, LLC (“SPF”)*, are here to help you. They will be able to assist you in coordinating with your legal and/or tax professional to help develop a strategy that aligns with your values. Some things you can expect to discuss as part of the estate planning process are:
- What are your assets and their approximate value?
- Where will your assets go when you pass away?
- Do you have a trust?
To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.