Wealth Planning

wealth-planning

Wealth Planning

Wealth planning is an important part of how Sunflower Bank Wealth Management helps you make possibility a reality. We know that each of our clients is unique and is looking for a different financial plan to achieve their own definition of success.
 
Sunflower Bank Wealth Management delivers the financial planning expertise you need for the phase of wealth planning you are in, including:
• Individual Retirement Planning
• Goals-Based Planning
• Cash Flow Planning
• Wealth Transfer and Trust Strategies
 

Your Assets. Our Expertise.

Your Sunflower Bank Wealth Advisor is committed to working with other experts on the team to best allocate your assets, objectively choosing cost-effective solutions, with an eye toward an appropriate mix of investment products. After the initial portfolio selection, we keep an eye on the markets – and your account –rebalancing as necessary with a cost-effective approach.
 
To further help grow wealth, Sunflower Bank employs multiple strategies to review tax implications. Throughout the year, we provide multi-level performance reports, so you understand what’s happening with your investment portfolio and keep your financial plan on track.
 
You can expect:

  • Performance management, with manager decisions based on demonstrated skills in security selection
  • Portfolio management, enabling us to combine complementary managers for more effective diversification
  • Expense management, with an eye toward mitigating costs

 
Wealth planning with Sunflower Bank starts with clear communication – and never veers from that path. Your local team is here to translate your financial success into peace of mind, bringing clarity and confidence to your financial future.
 

Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.​