Life Stage Planning

Life Stage Planning

Your life requires living. Let NB&T Wealth Management prepare a plan that matches your life, your goals and your comfort levels. The 1st step is a simple evaluation of your current financial position, including:

  • Financial Net Worth Review
  • Savings Review
  • Retirement Review

Our planning process is designed to provide an unbiased, comprehensive plan that outlines each step of our recommendations to reach your stated goals. Properly fund your retirement, retire early, transition your family business, leave a legacy...your goals and our expertise yields results.

Click here to begin the 1st step, the 5-minute NB&T Financial Future Review. Once you complete the Financial Future Review, you will have a good sense of your current financial situation. Contact your local branch to set an appointment to discuss the next steps in your financial planning strategies!

You can also access our convenient calculators to help with your financial initial review. We offer calculators such as:

Insurance and investment products are not a deposit, not FDIC insured, not guaranteed by National Bank and Trust, not insured by any Federal Government Agency, May Lose Value.