Mountain landscape seen through the forest

Your journey to a secure financial future starts here.

Use this guide to gather essential information on your financial situation then get in touch with us.We'll guide you every step of the way as we work towards your goals and dreams.
Make a List Make a Plan Take Action
  • List your assets (what you own)
  • Who will handle your affairs when you're gone?
  • Meet with NBB Trust and Wealth Management to set the course
  • List your liabilities (what you owe.)
  • Who will get your belongings and financial assets and when?
  • We will guide you through the process and suggest documents that may be needed.
  • Identify ownership (sole, joint, trust, etc.)
  • Who will make medical and financial decisions when you can't?
  • We will also collaborate with professionals needed to execute your plan
  • List documents you have and where they are located.
  • Who will be the guardian for your minor children?
 
 
































Non-deposit products offered through NBB Trust & Wealth Management are not insured by bank insurance or the FDIC, are not insured by a federal government agency, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk.

Non-deposit products:
Not FDIC Insured Not insured by any federal government agency Not guaranteed by the bank May go down in value