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Scheduled Maintenance - 5/21/2022

Online and mobile banking will be unavailable on Saturday, May 21 from 3:00 a.m. until 9:00 a.m for scheduled maintenance. 

Investment Planning

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Retirement Planning

Let’s uncover your needs and long-term goals, and then build a financial plan. Here’s how we can help.

  • Determine which investment strategy is appropriate for you, your family, and your future
  • Review the investment vehicles used to build a retirement nest egg
  • Discuss risk assessment and time horizon, and review various asset allocation models
  • Understand the ups and downs of the market and how they may affect your long and short-term goals

Older women at kitchen table looking over paperwork

Estate Planning

Whether your estate is large or small, there are issues to consider when creating an estate plan. Let our advisors help get answers to these questions.

  • What are my assets and what is their approximate value?
  • Where will my assets go when I pass away?
  • Who will take care of my finances when I am no longer able to do so?
  • Who should be responsible for taking care of my minor children if I become unable to care for them myself?
  • Who should make decisions on my behalf if I become unable to care for myself?
  • What do I want done with my remains after I die?

Student hugging grandmother who's looking at her laptop

College Planning

LGE Investment Group, available through CFS* can help you help your children and grandchildren. Here’s what we can do.

  • Discuss the different plans available and uncovering what’s best for your family: 529 Plans, Coverdell Education Savings Accounts, or UGMA & UTMA Custodial Accounts for Minors.

  • Answer questions frequently asked by grandparents.
    • Will Medicaid count my grandchild’s 529 plans as a part of my assets?
    • Can I access the money in the event of an emergency?
    • Can a 529 plan affect my grandchild’s chance of receiving Financial Aid?