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.
Meet with your team at The Preferred Legacy National Trust Bank to discuss your goals and objectives.
Identify your current advisors and professionals to determine how The Preferred Legacy National Trust Bank can complement your existing team of professionals.
Your dedicated professional reviews the facts, your goals, and objectives, formulating a strategic plan customized directly for you!
Discuss and agree upon a set of strategic initiatives that align with your goals and dreams.
Communicate all life changes to your professional team along the way.
Sit back and relax while the professionals at The Preferred Legacy National Trust Bank help you build your legacy.