Financial Planning

Man and woman Financial Planning Sandy Spring Trust Financial Planning.

Roles and Benefits

Whether it’s personal or for a business, at Sandy Spring Trust we make financial planning engaging and unique to you. 

During the financial planning process we:

  • Seek to understand what is important to you and your family or business.
  • Engage in an interactive development process during which we evaluate difference scenarios and arrive at a plan that is customized to you.
  • Understand that assembling the plan is not a one-time event, but the focal point of our relationship.

We take a holistic approach to better understand your full financial picture. This methodology:

  • Allows us to see how decisions in one area can impact other areas, whether in your personal life or in business. 
  • Ensures harmonization of your overall strategy.

The result is a reflective plan that will help guide future financial decisions. 

Personal Financial Planning

Understanding your personal financial goals is the first step to designing a strategy that becomes the foundation on which financial success is built.

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Business Financial Planning

You’ve worked hard to build your company. In today’s tumultuous economy, you deserve a business financial planner who understands the intricate challenges you face — a partner as dedicated to your mission as you are.

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  • Disclosure

    Neither Sandy Spring Bank nor Sandy Spring Trust act as a substitute for the legal and tax advisors your, your family, or business will need. Our staff will work closely with your advisers to coordinate your overall plan.

    Sandy Spring Trust is a division of Sandy Spring Bank, Member FDIC. Sandy Spring Bank, Sandy Spring Trust, and the SSB logo are registered trademarks of Sandy Spring Bank.