Times Change.

There used to be a time when “estate planning” meant having a lawyer draft a simple will and trust.

But times have changed, and new tax law has made estate planning much more complicated in recent years.  Without the proper plan in place investors could be saddling loved ones with an enormous tax and legal burden.

To keep pace with the changing times, Bank of Sun Prairie has expanded the financial services available to customers with the creation of the Wealth Management Center.  The Wealth Management Center consists of two separate businesses: The Bank of Sun Prairie Trust Department and Legacy Investments & Insurance Services, Inc.  This business relationship offers trust services, investment and financial planning, and insurance services including life, disability and long term care. All of these services are offered in one convenient location at our Wilburn Road branch.

Legacy Investments & Insurance Services is owned by Homer Braden. He is a licensed investment advisor who provides investment and insurance related services. We think you'll agree that his expertise and service ethic will be of great value to you in the areas of investments, securities and insurance services. You can find Mr. Braden and Legacy Investments & Insurance Services, Inc., in the Wealth Management Center, located in our branch at 119 Wilburn Road in Sun Prairie.**

The Bank of Sun Prairie has offered trust services for more than thirty years. The creation of the Wealth Management Center will not change the level of customer service and attention to detail that we have always provided our customers. In fact, we believe it will only strengthen our relationship with our customers, as we are better suited to help them achieve their personal, business and financial goals. Contact Kurt Kniess in the Trust Department to arrange a meeting so you and your loved ones can enjoy the comfort and security that planning ahead provides.

As times change, so do the needs of our customers. At Bank of Sun Prairie, we are committed to providing our customers with all of the tools necessary to begin planning for the future. The Wealth Management Center is open to all of our customers. Please call on us if we can help you assess or address specific needs.

**Securities and advisory services offered through First Allied Securities, Inc. a Registered Broker/Dealer (Member FINRA/SIPC)

Securities Licensed in CA, CO, FL, IA, IL, MI, MN, NC, TX, UT, and WI.

Not FDIC or otherwise federally insured; Not a Deposit or Guarantee of the Bank; May lose value

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