How We Work with Clients

Having an individualized plan is essential—it helps direct The Preferred Legacy National Trust Bank towards meeting your long-term goals. We place significant emphasis and care on understanding your personal objectives to create a plan which will work toward achieving your dreams and building your legacy.
Step 1
Connect with a Preferred Legacy professional if you have not already.
Step 2
Meet with your team at The Preferred Legacy National Trust Bank to discuss your goals and objectives.
Step 3
Identify your current advisors and professionals to determine how The Preferred Legacy National Trust Bank can complement your existing team of professionals.
Step 4
Your dedicated professional reviews the facts, your goals, and objectives, formulating a strategic plan customized directly for you!
Step 5
Discuss and agree upon a set of strategic initiatives that align with your goals and dreams.
Step 6
Communicate all life changes to your professional team along the way.
Step 7
Sit back and relax while the professionals at The Preferred Legacy National Trust Bank help you build your legacy.