Wealth Management
Community Wealth Management is a full-service Wealth Management division that combines Community Bank’s trademark customer service with investment services that will help you address both short-term growth or long-term planning.
SERVICES
Portfolio Management
The goal of our Community Wealth Management Advisors is to create a portfolio that is uniquely designed for you and your financial needs. Our team will take the time to learn about your goals and financial needs and develop a plan that will allow you to invest with confidence.
Financial Planning
A good financial plan is the key to a strong financial future. Our team will walk you through the steps of building a financial plan that will allow you to make decisions about your future confidently. We can help with budgeting, cash flow analysis, estate and tax planning, and even maximizing strategies for Social Security.
Small Business Retirement Plans
Our team specializes in helping your small business with a plan that works best for you and your employee’s financial future. No matter the size of your company, our team can build a retirement plan tailored to you and your needs.
Annuity Assessment
Our Community Wealth Management team can help you evaluate an annuity, understand the fine print, weigh the pros and cons and then develop a plan of action.
Creating a Financial Plan:
Your retirement plan begins with you and your goals. Let our team help you establish goals and create a plan to reach them!
How long will you need your money working for you? Plan ahead now to avoid surprises later.
It’s crucial to understand your spending, so you can establish what you need for the future.
Understand how an emergency fund factors into your financial plan and be prepared.
Disclosure:
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community Bank and Community Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Wealth Management, and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank or Community Wealth Management. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, CO, DC, DE, FL, GA, KY, LA, MA, MD, MS, MT, NC, NJ, NY, OK, PA, SC, TN, TX, UT, & VA. Securities and insurance offered through LPL or its affiliates are:
Community Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
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