Returning Investment Clients:
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Planning For Life Events
Please note the important information at the bottom of this page.
For some, just the thought of planning for the future can be enormously intimidating. First there is the sheer number of available options. More importantly, the challenges of meeting day-to-day financial obligations may simply make it seem impossible to set anything aside for the future.
It doesn’t have to be that way.
At SussexBank we listen carefully to understand your current lifestyle and your vision for the future. We then assist you in identifying opportunities that consider your long-term security, as well as the milestones (such as tuition) you’ll encounter along life’s journey. Best of all, you may be pleasantly surprised that taking advantage of these opportunities may not require a significant sacrifice in your current lifestyle.
We often find that certain “life events” are common to many of our clients. For example:
- Are you concerned about tuition costs?
- Have you recently changed or lost a job?
- Are you expecting the birth of a child or grandchild?
- Can you use some investment income right now?
- Are you concerned about having enough set aside for retirement?
- Are you curious about saving money on income or estate taxes?
- Are you concerned that your current savings or investments aren’t earning enough?
- Would you like some advice or a second opinion on your current investments?
If your answer to any of these questions is yes, you’ll be pleased to know that our Investment Services Division can show you options you may not have previously thought possible.
We invite you to visit the Investment Services Division, headquartered at the beautiful SussexBank Augusta Campus, 96 Route 206 in Augusta, NJ. Better yet, why not call 973-383-9000 today to schedule a free, no-obligation consultation. Or if you prefer, simply contact us through this web site.
IMPORTANT INFORMATION
Investments, Discount Brokerage Services and Internet Trading are offered through Sorrento Pacific Financial, LLC, member FINRA/SIPC. Certain insurance products are offered through ICBA Insurance Services, Inc. These entities are not affiliated with SussexBank.
Investment Services Are:
| NOT FDIC-INSURED | NO BANK GUARANTEE | MAY GO DOWN IN VALUE |
| NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY |
