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From custom-tailored business loans, to state-of-the-art treasury management services, Town North is the one bank you can count on - today and tomorrow.
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Planning for your financial future is one of your most important decisions. The
accumulation, management and distribution of your financial assets requires
expertise. Town North Capital Strategies, through its relationship with Signal
Securities, can provide the guidance you need in a specific area—or deliver
comprehensive solutions.
Investment Planning
- Personally designed asset allocation strategies
- Identification of investment alternatives
- Tax-focused strategies
- Portfolio management services
Estate Planning and Trust Services
- Strategies to maximize tax savings
- Estate liquidity planning to ensure payment of all obligations
- Planning to assure personal and family financial security
- Charitable gifting strategies
- Management of estate assets
Retirement Planning
- Analysis of anticipated retirement needs
- Insurance analysis and planning
- Strategies to maximize pension income, including IRAs and profit sharing, 401(k) plans and company pension plans
- Additional investment analysis and planning
Business Continuation and Compensation Planning
- Succession planning
- Buy-sell strategies
- Key person insurance
- Analysis of funding options
- Executive / Owner compensation strategies
For more information, contact us today!
Toll Free (877) 866-2265, ext. 6820
Town North Insurance Services is a wholly owned subsidiary of Town North Bank. Products offered through Town North
Insurance Services are not deposits, are not FDIC insured, are not insured by any federal government agency, are not
guaranteed by the bank and may go down in value if there is an investment option. Insurance is an obligation of the
insurance company only. The bank can not require the purchase of insurance from any particular provider, or from its
subsidiaries, as a condition of any financial transaction. Selection of an insurance agency will not affect credit
decisions.
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