At SourceEnergy Bank & Trust, each service is tailored to help individuals at different stages of their financial journey, ensuring that personal goals and financial well-being are at the forefront of the bank’s offerings.

Services for Individuals

• Personal Financial Planning: Customized financial planning services that consider each individual’s goals, from buying a home to saving for education or planning for retirement.
• Digital Banking Solutions: Advanced online and mobile banking tools that offer personalized financial insights, budgeting tools, and real-time notifications to help individuals manage their finances effectively.
• Investment Advice: Access to financial advisors who can provide personalized investment strategies based on the individual’s risk tolerance, time horizon, and financial goals.
• Retirement Planning: Comprehensive retirement planning services that help individuals understand their options for saving and investing, ensuring they are well-prepared for the future.
• Education Savings Plans: Assistance in setting up and managing savings plans for education, such as 529 plans, that help individuals invest in their or their children’s future education.
• Wealth Management: For individuals with more complex financial needs, offering wealth management services that include estate planning, tax planning, and investment management.

Community Engagement Focused on Individuals

• Financial Literacy Workshops: Hosting workshops and seminars focused on empowering individuals with knowledge about personal finance, investing, and managing debt.
• One-on-One Counseling: Offering one-on-one financial counseling sessions to help individuals address specific financial challenges or questions.
• Support for Individual Entrepreneurs: Providing resources, mentorship, and financial support for individuals looking to start their own business or grow an existing one.

Through these individual-focused services and community engagement efforts, SourceEnergy Bank & Trust can demonstrate its commitment to supporting the financial well-being and goals of each customer, reinforcing its role as a trusted partner in their financial journey.