We Manage Your Wealth Now and Plan for Your Future Estate
Building a plan for your life and the future of those you care about
Efficient accumulation, conservation and distribution of your wealth, as well as plan for control and protection of your assets in the event of your incapacity or death – this is the essence of any sound estate plan.
At Community Bank & Trust of Florida, we manage your assets with a focus on how you want to live now, your life’s goals and how you want to provide in the future for the people that are most important to you. We combine effective management services coupled with a superior client focus to build not a just a wealth management plan but a plan for life and the future.
Our mission is simple – to listen to you, identify your needs, implement a strategic plan to meet those requirements and deliver value-added services with consistent returns so that you can concentrate on leading your life. We’ll get to know your goals and family dynamics along with the differing needs of family members to help form a comprehensive plan for your future. The goal is to effect efficient accumulation, conservation and distribution of your wealth as well as plan for control and protection of your assets in the event of your incapacity or death.
With our Wealth Management and Estate Planning Services Community Bank & Trust of Florida can help you achieve:
- Enhancement of wealth and financial security during your lifetime
- A greater degree of control over your assets during your lifetime and after death
- Orderly and private disposition of assets at death
- Transfer of assets to future generations in a manner that minimizes taxes and avoids probate, while reducing other unnecessary expenses.
Build your estate plan now, get peace of mind and protect the future for your family. Call our Estate Department located in our Ocala headquarters at 352-369-1000 to schedule a no-obligation appointment. Meetings can be arranged at any of our branch offices located in Ocala, Belleview, Gainesville, Summerfield and the Villages.
|Investments are Not FDIC insured; Not deposits, obligations of, or guaranteed by any bank. Subject to risks, including the possible loss of principle amount invested.|