Financial planning brings clarity to family finances and charts a path to reaching important goals. In addition to providing it as part of its trust and investment management roles, Chain Bridge Bank, N.A. offers financial planning as a stand-alone service. Utilizing a formal financial planning process, Chain Bridge's Certified Financial Planner works with clients to define and organize their goals and financial objectives. These include business succession, retirement, second home financing, and charitable giving.
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Financial planning services may be included as part of a broader investment management or banking relationship.
