Free Financial Analysis
Financial planning can be a very involved process. Hills Bank can help you get started with a free financial analysis. Please return the completed form to Hills Bank Trust and Wealth Management or drop it off at any Hills Bank location. A financial professional will provide you with your analysis shortly.
At Hills Bank you will find the investment products and services you need to pursue your financial goals. The Hills Bank Trust and Wealth Management Department has built a reputation on developing investment strategies and selecting appropriate investments from thousands of available choices to help individual investors like you meet specific needs and goals.
“One of the last things people want to give up, even if they need to, is control over their money.” — Neal E. Cutler, American Institute of Financial Gerontology.
The volatile markets of recent years have demonstrated how important it can be to use the products and services of the Hills Bank Trust and Wealth Management Department. Even if you are comfortable taking an active role in managing your own portfolio, now may be the time to transfer daily management to Hills Bank.
We will meet with you and conduct a thorough review of your goals, preferences, and risk profile. Our investment professionals will then manage your portfolio as an agency account tailored to your particular financial needs and goals. Initial consultations are only the beginning. We will continuously evaluate and modify your portfolio as needed. This may be due to changing market conditions or your needs. Above all, as your investment consultant, we work for you to meet your long-term financial goals.
Contact us online or call a Hills Bank investment professional today so you can begin to build wealth for tomorrow!
- North Liberty Forevergreen location at 319-338-1522
- Cedar Rapids Blairs Ferry Road location at 319-294-2444
- Toll-free nationwide at 1-800-899-8858
- Email email@example.com
Knowledge is Power
No matter where you are in life, the more you know about handling your finances, the better your chance of reaching your goals. The Financial Resource Center has the information and tools to get started.
Please note that neither Hills Bank nor the Hills Bank Trust and Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.
Investment products are not a deposit, not FDIC insured, not insured by any federal government agency, carry no bank guarantee, and may go down in value.