Midyear Planning

Charting the course for your financial future.

STEERING YOUR ASSETS IN THE RIGHT DIRECTION.

Where do you see yourself this time next year? Our team is committed to helping you build, grow and protect your wealth with opportunities for relationship pricing reserved for our most preferred clients.

SOLUTIONS TAILORED TO FIT YOUR NEEDS:

  • Banking 
  • Mortgage Loans1
  • Home Equity Lines of Credit2
  • Personal Trust and Estate Services
  • Wealth Management3
  • Retirement Planning 
  • Education Planning
  • Protection Planning

LOOKING OUT FOR YOUR WEALTH.

Your Relationship Manager takes the time to understand your life journey and your family's well-being when planning for your retirement savings and desired lifestyle.

Find your Relationship Manager

Non-deposit investment products:
  • Are Not FDIC insurered  
  • Are Not bank-guaranteed
  • may lose value

1Loans are subject to credit and property review and approval. Additional terms and conditions apply. Not all applicants will qualify.

2Home equity lines of credit (HELOC's) are subject to credit and property review and approval. HELOCs are not available in all states. Not all applicants will quilify. Additional terms and conditions apply.

3Investment advisory services are provided to City National Bank clients through City National Rochdale, LLC, a wholly owned subsidiary of City National Bank. All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future performance. City National Securities, Inc. Member FINRA/SIPC. 

City National Bank, as a matter of policy, does not give tax, accounting, regulatory or legal advice. Rules in the areas of law, tax and accounting are subject to change and open to varying interpertations. Before implementation, you should consult with your other advisors on the tax, accounting and legal implications of any recommended trust strategy based on your particular circumstances. 

City National Securities, Inc. Member FINRA/SIPC. 

 

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