Advisory Services
Let’s put your investments to work. Choosing to invest is simple. Building a strong portfolio of investments is not. Field & Main Bank®'s strategists turn your hopes, dreams, and goals into financial plans with purpose.
Wealth Management
Grow your wealth responsibly.
Do you need more cash on hand? Do you want to take bigger risks to gain bigger rewards? We help you make good decisions and build your wealth properly with new, calculated tactics.
We offer:
- Customized portfolio construction
- Local Investment Management team
- Active and index strategies
- Asset diversification
- Tax-sensitive investing
- Tax-loss harvesting
- Performance results with benchmarking
Estate Planning
Smoothly disperse assets to family, foundations, or your favorite charity.
Our estate planning services include:
- Wealth transfer strategies
- Custom trust solutions
- Trust administration
- Trustee services
- Guardianship accounts
- Estate settlement
- Business succession
- Real estate and agricultural services
- Minerals, oil and gas management
1031 Exchange
Reinvest the proceeds of a property sale into a new property purchase.
- Our Trust Services team can help you navigate a 1031 Exchange by serving as an intermediary
- You have the potential to defer all capital gain taxes under IRC Section 1031
- We will work with your personal accountant and attorney
Disclosure: Field & Main does not give legal or tax advice. Field & Main only serves as an intermediary.
Retirement Planning
Your invested assets are divided among stocks, bonds, mutual funds, and even Certificates of Deposit.
An Individual Retirement Account can be customized to meet your specific needs.
It’s never too early to build your retirement portfolio with IRAs.
We offer:
- 401(k) options
- Traditional IRAs
- Roth IRAs
- Rollover Services
Farm & Land
Our services can secure your land holdings, ensuring they are passed on with pride.
Often, our customers inherit a farm but don’t wish to have direct involvement with management decisions. At Field & Main Bank®, our Farm Management services allow you to strengthen and preserve it so that someday, you can pass it on to future generations.
We’re able to help you formulate a plan to get or keep it operating. We can help with:
- Making decisions with tenant farmers, such as negotiating lease agreements
- Marketing crops to obtain profitable returns and monitoring of planting intentions
- Providing recommendations for best use of farmland
- Updating water quality plans
- Monitoring water quality for best management practices and cropping systems
- Conducting property inspections
- Enrolling, monitoring and filing for USDA government programs
- Investing daily in a Federated money market fund
- Collecting income from all sources and paying expenses
- Distributing income as directed
Investments
Invest intelligently. Make sound monetary contributions for your future today.
Investments
