Wealth Management Services

$100,000

Your dedicated Preferred Banker will provide customized financial guidance, including comprehensive banking, investment,1 and insurance2 solutions.

Benefits and Services

  • Investment & insurance benefits
  • Preferred Banking Rates
  • Dedicated Preferred Banker
  • Dedicated 24-hour customer service line
  • Discounts on Fifth Third identity alert premium

$1 Million

Your dedicated advisor will assist you with investment and financial planning solutions to help preserve your wealth, increase your assets, protect your business, and leave a lasting legacy.

Benefits and Services

  • Comprehensive Wealth Planning
  • Private Bank
  • Banking products and relationship rates
  • Investment Management
  • Insurance Benefits
  • Trust & Estate Planning
  • Dedicated Client Service number

$2.5 Million

Through the development of a Family Master Plan®, Retirement Corporation of America works with clients ready to retire, and their families, to successfully navigate budgeting, investments, and retirement planning. This plan defines financial and lifestyle objectives and outlines specific investment strategies for accomplishing those objectives.

Benefits and Services

  • Comprehensive Wealth Planning
  • Daily portfolio and investment evaluation
  • Access to an online investment platform with personalized help from an advisor
  • Retirement University - personal financial and lifestyle education classes
  • Legacy planning