Planning for financial security can be a daunting task, especially if one is inexperienced or lacks sufficient time to devote to researching many thousands of investment options. Decisions made now may affect you for the rest of your life. When planning your financial future, some advice from experienced professionals could make an enormous difference.
Boone Bank & Trust Co.'s Trust and Financial Management Department has a wealth of experience and knowledge to assist you in times like these. Our staff will go over your situation in detail, professionally inquiring as to your goals and needs. We will work with you to develop a comprehensive plan specifically designed for you. After your plan is implemented, we will constantly monitor the plan to ensure your assets are constantly working hard on your behalf.
In addition to standard investment services, Boone Bank & Trust Co. is also able and willing to assist you or your loved ones with their day-to-day financial transactions, such as paying monthly bills, collecting and disbursing dividend and interest checks, monitoring investment maturity dates, and preparing easy-to-understand reports and income tax records. These services are especially valuable for those persons who have difficulty managing their finances.
Our staff is educated and trained to help you with any of your financial management needs.