Strategies to Build a More Secure Future

A happy couple in their nice home sitting at the table while going over financial documents

Wealth Transfer Strategy

There are many different ways to preserve the wealth you’ve worked hard to attain, and wealth transfer is one important piece of your overall financial strategy. Through our Wealth Transfer services, we can help you map out a more secure future for you and the ones you love.

Do you want to provide for the financial needs of your children or grandchildren? Pass your business to the next generation? Give to a valued charitable cause? Our team of professionals will analyze your financial position from all angles to design an approach that matches your goals and seamlessly transfers your wealth:

  • Legacy Fulfillment Strategies
  • Estate Planning
  • Trust Funding
  • Charitable Giving
  • Business Succession

When developing your wealth transfer strategy, Kish uses a team-based approach. We engage with all the other legal and financial partners in your life—attorney, CPA, tax preparer—to ensure that resources are aligned and strategies are properly executed. It helps you to prepare today and reduce the chances of your loved ones facing challenges down the road.


Kish Bank is pleased to provide its customers with access to a wide range of personal financial planning services, investments and insurance products. Kish Bank and Kish Insurance hold insurance licenses through which we offer a range of group insurance products. Additionally, through a strategic alliance relationship with MML Investors Services, LLC, a registered broker/dealer and Member of FINRA, qualified registered representatives of MML Investors Services, LLC are available at Kish Bank to offer securities, investment advisory and financial planning services. Services offered through registered representatives of MML Investors Services, LLC, including investments and advisory services, are not FDIC insured or bank products.

Click here to view state licensing information.

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Insurance and securities products and services are:

Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
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