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Most banks try to serve the masses, but we believe focus yields better results for you and for us. With a unique combination of strategic solutions, expertise, and unmatched service, we help businesses and individuals with sophisticated financial needs. Whether you’re an entrepreneur with a brilliant idea, a business owner with a proven track record, a driven individual investing wealth, or a retiree reducing your risk to live the life you’ve always envisioned — we can help you achieve your personal idea of success. Our experts plug in as indispensable partners focused on realizing your financial strategy.

HELPING BUSINESS OWNERS THROUGH ALL BUSINESS LIFECYCLE STAGES

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Growing or Managing a Business

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Leading an Established Business

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Building and Managing Personal Wealth

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Enjoying Personal Retirement

Resources

Why Cash Shortfalls Happen

Cash flow is the lifeblood of any business. Although it may seem obvious, cash shortfalls are the primary reason behind the failure of most companies — once their cash flow…

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Quarterly Market Review Q1 2019

The economy decelerated noticeably in Q4 2018 on softer consumer spending, declining federal outlays — partly due to the government shutdown — and weak residential investment. However, still-solid business investment…

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Do Men’s Underwear Purchases Indicate an Economic Downturn?

As humans, we’re hardwired to dislike uncertainty. We gravitate toward patterns and predictability, in general preferring the known. Perhaps that’s why over the years different people have developed rather colorful,…

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Living a Healthy Lifestyle Has Been the Key to Success

As a full-time mom and full-time professional, I’m about as strapped for time as anyone. It’s so easy to start to cut corners and skip things like exercise or focusing…

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Success Story: The Business Matchmaker

You know how it feels when something is just right? You can’t explain it, but it’s just destined to happen — it’s that perfect. Now imagine that you have the…

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Funding a New Business with a Franchise Loan

Two business partners are starting a family entertainment center, a start-up franchise location, and they have more than 20 years of local industry experience between them. We we’re able to help these business owners by…

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Unlock your business and personal wealth success with concise reports, digests from our events, and respected advice from our blog posts.
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