Planning
As life changes so do your needs. We understand that and we’re prepared for every situation. We have specialized services that are flexible and adaptable to meet your changing needs. We are proud to be the area’s largest trust and estate team—specializing in custom solutions for you and your legacy.
No matter where you are in your journey through life, we can help. It's our goal to help you build wealth, achieve security, and realize your dreams.
It’s never too early to begin a financial plan that helps you build wealth and security.
You are working and investing, but it may be time to begin thinking and planning for the next phase of your life.
Get the most of your earnings and savings that you have worked so hard for over the years.
We’ll help ensure your vision for the future is secure and your legacy endures. We provide help with goal setting, asset inventory, estate planning recommendations to share with your attorney, implementation and coordination with your attorney and CPA, business succession planning, and periodic review of your estate plan.
A little tax planning can go a long way. Our tax advisors can help develop a plan that maximizes your wealth and minimizes your tax burden.
Building a trusting relationship to help you preserve, grow, and distribute your wealth. We’ve developed a reputation of excellence because our team of experienced professionals listens to understand your situation. We learn what’s important to you and we help make it happen.
Getting the most out of your money, securely and comfortably. We’ll help you make the choices that work best for you. We manage accounts for individuals, families, corporations, non-profit organizations, and municipalities. We create portfolios designed to meet their unique investment needs.
Making sure your legacy lives. Whether an individual, a family, a foundation, or a corporation, 1st Source, as trustee, can help reduce tax liabilities, preserve value, and alleviate the stress of maintaining tax-exempt status on your behalf. We also offer Donor-Advised Funds to simplify the process of donating cash, stock, or other assets to those in need.
You’ve worked hard to build your financial stability, you deserve to work with bankers who work hard for you too. Our personalized approach to private banking can help ease your day-to-day financial needs. Our trusted bankers offer personalized services and benefits that make your financial life run smoothly with 24/7 Concierge Service.
“The most impressive thing to me is how timely and responsive they are. They get me answers quickly and they are always available when I need them. And, the returns have been pretty decent.”
Mishawaka, IN
“I’ve been a client for about 20 years. I appreciate the individual attention, professionalism, and fee structure. Believe me, the fees are very good, and I’ve shopped around. Whenever I’ve needed something Mike Szymanski and his team are always available and helpful.”
Granger, IN
“You know what, it’s the personal service that I like. I wanted to stay with a company where I could meet with them face-to-face. They’re local and they’re good. It’s a great service because we can also go online and check out our account if we feel like it. “
Mishawaka, IN
Get the help you need navigating the complexities of your trust, estate planning, and will documents as they relate to your situation in Indiana, Michigan, and Florida. That’s right, we have an office in Florida to meet your needs and provide personal service.
Whether you are up north or down south, we can help. Florida has favorable tax and other advantages we can discuss with you. Our presence in Florida allows us to be named as Trustee or Personal Representative (Executor of your will) in your estate planning documents.
