Build a legacy that can last for future generations.

You’ve worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family, friends, and the causes that are important to you.

At Thumb Investment Services, our Financial Consultants are here to help you. They will be able to assist you in coordinating with your legal and/or tax professional to help develop a strategy that aligns with your values. Some things you can expect to discuss as part of the estate planning process are:

What are your assets and their approximate value?
Where will your assets go when you pass away?
Do you have a trust?

To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.

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Office: 989-667-7200

7254 Michigan Avenue

Pigeon, MI 48755

investmentservices@thumb.bank

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Thumb Bank and Trust and Thumb Bank and Trust Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Trust Wealth Management and may also be employees of Thumb Bank and Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Thumb Bank and Trust or Thumb Bank and Trust Wealth Management, Securities and insurance offered through LPL or its affiliates are:

^{Not Insured by FDIC or Any Other Government Agency}	^{Not Bank Guaranteed}	^{Not Bank Deposits or Obligations}	^{MAY LOSE VALUE}

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.