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Financial Planning

The true benefit of a holistic financial planning approach to managing your wealth is that each component is working in collaboration with each other. Financial planning is a process to link what you want out of life and the framework for your financial decisions to help you reach these dreams. Our process of comprehensively considering the various aspects of your financial life leads to peace of mind for you and your family.

We all share common concerns - retirement goals, education of your children or grandchildren, estate planning and survivorship needs - but no two situations are alike. At Busey Wealth Management, we take the time to listen and ensure that we truly understand your unique situation prior to recommending a solution. Our personalized approach means we take the time to truly understand what you are trying to achieve and to assist you in making your goals a reality. Our experience in dealing with many different clients and situations allows us to provide unique insights into this process.

At Busey Wealth Management, we believe that financial planning should be the cornerstone of your financial decision making. Our clients take comfort in knowing that our experienced team of professionals will be working with them to help them reach their financial goals.

Traditional investment management tends to utilize a "one size fits all" approach. Our outcome-based investing approach differs from this process by customizing a strategy that will address each client's life goals, financial needs and tax implications.

 

 

There are many strategies and investment alternatives when it comes to planning for retirement. We can assist with devising a comprehensive retirement solution, from identifying specific income planning needs to determining the appropriate investment strategy for your unique situation. Visit the retirement page for more information.

 

 

Our wealth advisors remove the time-consuming and confusing burden of coordinating the financial affairs of a loved one and replace it with peace of mind by providing comprehensive trust and estate administration. While eliminating the technical complexities and emotional perils associated with managing a trust or estate, our wealth advisors help protect you and the legacy you leave behind. Visit the Estate Planning page to learn more.

 

 

Effective tax planning can enhance returns as well as protect the value of your assets for future generations. With multiple CPAs, Busey Wealth Management can build tax-aware investment portfolios and determine appropriate tax efficient gifting and distribution strategies.

 

 

In today's litigious world, planning around the protection of your assets is more and more important. This involves more than just insurance products, but also determining the preferred types of accounts and trust arrangements to ensure that your assets remain as safe as possible.

 

 

Recent events in the economy have driven home the importance for risk management. This includes appropriate due diligence on investment managers, clear communication and planning for your investment risk.

 

 

Our wealth advisors can also assist clients in determining the most efficient means of managing their cash flow as well. This can include both levels of spending as well as planning around which accounts are the most efficient source for their cash flow needs.

 

 

Our professionals can conduct an independent review and assessment of the adequacy and appropriateness of your existing insurance policies. Our evaluation not only provides an independent perspective, but also allows for complete integration of your insurance needs with your comprehensive financial plan.

 

 

Our professionals manage the complexity created by growing wealth for accomplished professionals as well. We can assist business owners and corporate executives in achieving their individual financial goals, which often include enjoying a financially secure retirement, funding the education of children or grandchildren, effectively donating to a charity of choice, or simplifying one's financial life.

 

 

Managing the tax implications of stock options is a complicated undertaking. Busey Wealth Management can assist you in determining the most appropriate strategy for your situation.

 

 

 

 

 Contact us today to learn more.

 

Investment Products and Services are:

Not FDIC Insured | May lose value | No bank guarantee

  • Rated 5-Star "Superior" by Bauer Financial
  • Busey Bank BBB Business Review
  • Certified Green Business by the Illinois Green Business Association
  • Norton Secured; powered by VeriSign
  • Website powered by Digital Insight
  • Surcharge-free access at any MoneyPass network ATM
  • Equal Housing Lender
  • Member FDIC

 

 

 

 

 

 

 

With five lines of business—personal, mortgage, commercial, cash management and wealth management—working together as One Busey, we can meet all your financial needs with confidence. Customers who partner with us are rewarded with the Busey Advantage—regional capabilities and local priorities. It's a commitment that has stood the test of time.

On the personal side, Busey Bank promises to make your banking hassle free with smart personal checking and savings accounts, convenient online banking and mobile banking solutions and consumer loans. Whether you are ready to buy your first home or simply want to refinance the one you currently own, our practical home mortgages, participation in a wide range of special loan programs and in-house mortgage expertise mean your home loan is tailored to your individual needs.

From opening your first business checking account or loan to creating a strong succession plan, Busey can help you manage your growing business. Our business banking, lending and cash management solutions give you the tools you need to keep your business successful and nimble. Our participation in a wide variety of specialized programs and in-house credit expertise allow us to tailor commercial lending packages to your unique situation and make faster credit decisions. Busey knows that cash flow is the lifeblood of a business—whether you need help with receivables, payables, liquidity, fraud protection or information reporting, we can customize your cash management solution to your growing business' needs.

You've earned it. We'll grow it. Busey Wealth Management provides asset management, investment and fiduciary services to individuals, businesses and foundations. We build a team of local professionals around your needs to establish the best strategy for your situation. We work closely with you to develop a personal, comprehensive plan that will help you meet your goals and objectives through each phase of the wealth management process.

Innovative Banking. Simplified.

It's your money, and you should be able to access your accounts whether you're out shopping or out of the country.

Busey makes it easy to securely manage your finances whenever you want, wherever you are.

Personal BankingLearn More

First home. Or dream home.

There's no place like it.

Busey promises to find the home financing that's best for you - whether you're just starting out, tired of renting or purchasing your dream home.

MortgageLearn More

A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

Busey promises to partner with you so you don't have to handle difficult decisions alone.

Business BankingLearn More

You earn it. We'll grow it.

After years of hard work, you want to see your efforts pay off - literally.

Busey promises to make your money work for you.

Wealth ManagementLearn More

Our customers are our neighbors.

When it comes to navigating your unique financial journey, you want a partner who understands who you are, where you came from and where you are headed.

Busey promises expert advice to guide you through every important financial decision.

Resource CenterLearn More

Our roots run deep.

With roots that trace back more than 145 years, our professional farm managers are entrusted to care and maximize value for landowners controlling a combined 100,000+ acres of prime farmland in Illinois.

Ag ServicesLearn More

A top partner for your bottom line.

You've worked hard to realize your dream of opening a business.

We'll build a relationship with you so you don't have to handle these difficult financial decisions alone.

Learn More

Your Dream. Our Promise.

You have big dreams.

Busey promises to help you realize those dreams.

The Busey PromiseLearn More