Comprehensive Financial Planning

Financial Planning with You in Mind

Our Comprehensive Financial Planning service provides you with a personalized financial plan that addresses your specific goals and circumstances. Our advisors work with you to assess your current financial situation by considering all factors of your finances. Financial considerations include aspects of:

  • Retirement planning
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance analysis
  • Education funding

If you're ready to take control of your financial future, contact us today to schedule a consultation with one of our advisors.

Financial planning client and their significant other is shaking hands with advisor at office

Financial Planning Doesn't Need to be Difficult

Our experts are here to help you achieve your financial goals and make the process easy to understand.

Connect With a Financial Planner

Features and Benefits

CNB Bank & Trust financial planners craft extensive, tailored solutions that put your financial success in the forefront. Here are a few of the perks with choosing CNB for your financial planning:

  • No-fee consultations: We never charge a fee for our consultations. Your success comes first; and that starts at our first meeting.
  • Personalized approach: Our advisors take the time to understand your unique circumstances and develop a plan tailored to your goals.
  • Experienced advisors: Our team of financial advisors has years of experience in the industry and is dedicated to helping you achieve your financial objectives.
  • Comprehensive plan: Our service includes a detailed financial plan that covers all aspects of your financial life, from retirement planning to estate planning.
  • Ongoing support: We are committed to supporting you throughout your financial journey, and our advisors are available to provide ongoing guidance and support.
  • Peace of mind: With a personalized financial plan in place, you can have peace of mind knowing that you are on the path to achieving your financial goals.

Frequently Asked Questions about Financial Planning

What is financial planning?

The act of financial planning involves strategically managing your finances to attain your life goals. It assists you in making proactive arrangements for any future financial necessities. The aim of financial planning is to guarantee that the necessary amount of funds are accessible, allocated correctly, and at the appropriate time to achieve your individual aspirations.

What qualifications do your advisors have?

Our financial advisors have years of experience in the industry and hold a variety of professional qualifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations.

How often will I need to meet with my advisor?

The frequency of meetings will depend on your individual circumstances and the complexity of your financial plan. Your advisor will work with you to determine the appropriate schedule for meetings.

What if my financial situation changes?

Our Comprehensive Financial Planning service includes ongoing support and review of your financial plan. If your circumstances change, we will work with you to update your plan accordingly.

How can I start the financial planning process?

The first step to financial planning is a consultation. We offer no-fee consultations and are available to schedule a meeting with you. If you are interested in financial planning services, please reach out to us here.

Trust and Wealth Management Services: not a deposit, not FDIC insured, not insured by any Federal Government agency, not guaranteed by the bank, may go down in value.