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.
Not a bank obligation. Not FDIC insured. Not insured by any federal government agency. Not guaranteed by any bank. May go down in value.
Kish Bank receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life) and MML Insurance Agency, LLC (MMLIA). As a result, Kish Bank has an incentive to refer clients to MMLIS and its representatives.
For the products and services offered through MMLIS, Kish Bank with 82.5% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.
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. Kish Bank is not a subsidiary or affiliate of MML Investors Services and is not a current client. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111) or its affiliated companies.
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
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