Financial Planning

Bank of Springfield's experts listen to your goals, review your portfolio, and recommend the best balance of financial planning to put you on the right path.

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Reinventing Your INVESTMENT BANKING

Many financial issues involve complex decisions, including tradeoffs between the present and the future. With a clearly defined financial strategy, you’ll be able to take action when needed, with a goal of increasing the amount of wealth at your disposal while positioning yourself for future asset development

 

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Insurance

Insurance is overlooked many times as part of wealth management. It does, however, have a crucial impact on estate planning, risk management, tax planning and asset production.

Insurance products are not insured by the Federal Deposit Insurance Corporation (FDIC) or any government agency. Insurance products are not deposits, obligations, or guaranteed by the bank or its affiliates. Insurance products may lose value. Insurance products are not a condition to any bank loan, product or service.

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Investments

BOS Wealth & Planning Services brings together the proven track record of investment products with our experienced management professionals. Current research and objective advice hone an investment portfolio to your expectations.

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Trusts

Our experienced trust and investment specialists will work to help you and your beneficiaries maximize the value of your assets. We will help you decide which of our services is right for you based on your objectives.

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NOTICE OF ERROR RESOLUTION PROCEDURES

You may have certain rights under Federal Law related to resolving loan servicing errors and requesting information about your account. You may learn more about these rights by contacting BOS at 877-698-3278. A written notice of potential loan servicing errors must be asserted to Bank of Springfield, P.O. Box 19301, Springfield, IL 62794-9301. The written notice is required to include the name of the borrower, account number, and description of the error believed to have occurred.

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