You've worked hard to accumulate your wealth. You need a financial planning team that works just as hard for you.
For nearly 100 years, we have been building long-term relationships with our clients to provide trust services. That commitment, from the very beginning of our wealth services in the 1930’s, has expanded into investment solutions, asset management, and financial planning services for individuals, families, and businesses in our communities. Contact our team today for help with:
- Fee-Based Comprehensive Financial Planning including:
- Retirement Income Planning
- Risk management & Insurance Planning
- Investment Planning
- Estate Planning & Charitable Giving Strategies
- Tax Reduction & Mitigation Strategies
- Company-Sponsored Employee Benefits including:
- 401k, SIMPLE IRAs and other qualified retirement plans
- Group health, dental and vision plans
- Group disability and group life plans
- Business Owner Planning
- Business Valuation
- Succession Planning
- Agri-Business Planning
Banking products offered by Hawthorn Bank.
Investment products are | Not a Deposit | Not FDIC Insured | May Lose Value | No Bank Guarantee | Not insured by any Federal Government Agency