An important part of meeting your financial objectives is proper management of loans and loan products. At Regions Private Wealth Management, your Wealth Advisor partners with a Lending Advisor to provide personalized custom credit solutions specifically for your situation and your short-term and long-term objectives. Examples of the customized credit solutions we offer are loans to help you include:
- Facilitate the growth and expansion of a professional practice
- Analyze stock options
- Manage interest rate risk on a particular credit facility
- Facilitate the transfer of wealth from one generation to another
- Mitigate the tax effects of capital gains
- Purchase real estate for diversification or recreational purposes
- Purchase single premium life insurance for estate/tax purposes
- Arrange special financing for an aircraft or yacht
Your Regions Wealth Advisor can bring a custom team of experts together to help you maximize the return of your portfolio. To learn more about putting a Wealth Advisor to work for you, have a Wealth Advisor contact you.
Investments in securities and insurance products held in trust accounts are not FDIC-insured, not deposits of Regions Bank or its affiliates, not guaranteed by Regions Bank or its affiliates, not insured by any federal government agency, and may go down in value.