Wealth Management

Accumulating funds for a financially secure retirement is a high priority for many. Ideally you should contribute to both a 401k plan and an Individual Retirement Account (IRA). IRAs and 401k plans both offer tax-advantaged ways to accumulate funds. ​Contributing to 401k and IRA Plans In most cases, participating in a 401k plan should be […]

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Rely on our experienced Wealth Management team to help create a plan for your financial future.  Experienced to Protect Your Legacy​ Our team of experienced Wealth Management professionals will manage your investment portfolio to grow and preserve your assets. We make objective decisions based on research and market conditions, aligned with your financial goals.  We

Brought to you by the Wealth Management Team at HBI Bank Bank and Trust. Quarterly Market Review For generations, our Wealth Management Team has been helping individuals, families, and business owners manage their wealth in current circumstances and for future generations. Earning the privilege to be your trusted advisor is not something we take lightly. We

Estate planning helps you manage and preserve your assets while you are alive, and conserve and control their distribution after your death according to your goals and objectives. Estate Planning is not just for the wealthy What estate planning means to you depends on your specific situation and goals. Your age, health, wealth, lifestyle, life

Investment strategies don’t have to be complicated. Whatever phase of investment management you’re in – we’ll help you sift through the many options to tailor an investment portfolio designed to meet your needs. An Investment Portfolio Tailored to you Now more than ever you need to be sure that your money is invested in high

Building wealth is only one part of planning for the future. It’s important to have a plan to make sure to protect and transfer that wealth to those you care about when the time comes. FNBT offers a number of Trust Services to accommodate your heritage with trusted experts to help you throughout Southern Wisconsin

​​The Wealth Management team at HBI Bank Bank and Trust specializes in providing sound financial advice and trust, investment, and estate planning services to high net worth individuals.   Expert Portfolio Management ​We recognize the uniqueness and individual nature of each client, and understand you need to have access to a trust officer located right