Skip to content
1st Source Bank Logo 1st Source Sign In
  • Personal
    • Banking
      • Online & Mobile
      • Checking Accounts
      • Savings Accounts
      • Credit Cards
    • Borrowing
      • Personal Loans
      • Home Loans
      • Auto Loans
      • Loan Calculators
    • Planning
      • Certificates of Deposit
      • Investing
      • Wealth Management
      • Personal Insurance
    • Help & Support
      • LEARN MORE
        • Help Articles
        • Advice Articles
        • FAQ
        • View All
      • GET IN TOUCH
        • Talk With Someone: (574) 235-2000
        • Toll Free: (800) 513-2360
  • Business
    • Banking
      • Mobile & Online
      • Checking Accounts
      • Business Credit Cards
    • Borrowing
      • Business Loans
      • Business Leasing
      • Industry Loans
    • Services
      • Treasury Services
      • Retirement Plan Services
      • Insurance
      • Wealth Management
      • Merchant Card Services
    • Help & Support
      • LEARN MORE
        • Help Articles
        • Advice Articles
        • FAQ
        • View All
      • GET IN TOUCH
        • Business Banking Online Support: (800) 399-5592
        • General Guidance: (574) 235-2003
  • You 1st
    • Financial Education
    • Advice
    • Calculators
      • Personal Calculators
      • Business Calculators
    • Community
  • Locations
  • About
  • Contact
  • Search
Sign In

Planning

Close to Retirement

You’re still working but your plan to retire is coming into view. You want to get the most out of your earnings and savings so you can enjoy life in retirement. Talk with one of our advisors to make sure your plans are on the right course.

Delete when fixed White Right Pointing Arrow
Grown daughter hugging happy gray-haired mother.
Grown daughter hugging happy gray-haired mother.

 

Financial Planning

Want a financial road map that helps you reach your retirement destination? We can help you with a holistic approach to financial planning for retirement.

Retirement Planning ( Link to investment management)

Make sure your investments are on track. Our local team of Portfolio Managers provides comprehensive investment management.

Social Security ( help article…when should I start collecting Social Security)

Contributing to it your whole working life, you deserve the most from Social Security. We’ll help you identify how you can maximize the benefits you’ve worked hard to enjoy.

 

Long Term Care ( asset Advisors)

Ensuring you and your loved ones receive the care and help needed to live independently and as safely as possible when the time arrives. We’ll help develop a plan for those situations.

 

The Future of My Business (Link to Succession article)

Working with you to develop a succession plan that makes you feel good about leaving the business you worked so hard to build.

 

Tax Planning Through Charitable Giving

Maximizing charitable giving and leaving a legacy. Our advisors have helpful strategies which could allow you to give more to the causes you love.

Thinking of Spending Time in Florida? (Link to here for you in Florida)

Helping to navigate the complexities of your trust, estate planning and will documents as they relate to your domicile in Indiana, Michigan, and Florida. let’s discuss the advantages.

Contact us for more information:

800-882-6935

(link to the form)

 

 

  • About 1st Source
  • Careers
  • Investor Relations
  • Success Stories
  • 1st Source Foundation
  • News
  • Help & Support
  • FAQ
  • Report Fraud
  • Security
  • Get In Touch
  • Contact
  • Locations
  • 1st Source Bank Routing Number
  • 071212128
  • Facebook Icon Facebook
  • Twitter Icon Twitter
  • Linkedin Icon Linkedin
  • Youtube Icon Youtube
  • Instagram Icon Instagram
Member FDIC, Equal Opportunity graphics
  • Privacy
  • Disclosures
  • Terms of Use
  • Sitemap
  • Accessibility

2023 © 1st Source Bank. All rights reserved. Built by Clique Studios