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Life Stages

This person may be more concerned with how he spends his time than how he spends his money. He has put his time into the work world and is now ready to relax and spend some of the money that he has earned and saved over the years. Retirement has arrived and travel may become high on the priority list, especially to visit his grandchildren. With the age and wisdom that he has gathered in his experiences, he knows that now is the time to think about who he will leave his assets and wealth to when his time on earth is through. Wealth management is a top priority.

Accounts to Consider

  • WinWin Checking
  • Priority Club Checking
  • Money Market Savings

Products and Services to Consider

  • Interest Earning Feature*
  • Direct Deposit*
  • eStatements*
  • VISA® Check Card*
  • eBanking*
  • Bill Pay*
  • CDs
  • IRAs
  • Regular Savings
  • Trust Services
  • Estate Planning
  • Retirement Asset Management†
  • Credit Card
  • Safe Deposit Box

* Included with WinWin Checking
† Investment services are not FDIC insured, not guaranteed by Legacy Bank, and could involve possible loss of principal.
All checking accounts available as joint accounts.
See account brochures and disclosures for details on Legacy account products.

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