Financial Planning

Decisions regarding how to structure your wealth are among the most critical you will make.  When you choose Tompkins Financial as your Financial Planning partner, we work with you and your other advisors to help create a multi-faceted plan to build and preserve your wealth.

Through our affiliation with Tompkins Financial, The Bank of Castile is pleased to offer our clients access to wealth management services provided by Tompkins Financial affiliate Tompkins Financial Advisors. Tompkins Financial Advisors is one of the nation's leading wealth management firms and an Independent Registered Investment Advisor with a Trust division of Tompkins Trust Company, providing trust, estate and investment services for more than a century. Tompkins Financial Advisors is proud to adhere to a fiduciary standard in providing advice and investment services. Today, clients entrust more than $2 billion in investment assets to our care and management.

Our Process

Planning is most effective when all elements work in concert. Our wealth planning process integrates current and long-term considerations including your:

  • Lifestyle and income requirements 
  • Tax* profile
  • Trust and estate plans
 
  • Business interests and succession plans
  • Charitable aspirations
  • Wealth transfer goals
 

Once your plan is finalized, we will assist with its execution. And, we will systematically monitor and review your plan over time,

Our Suite of Financial Planning Services

  • Comprehensive Financial Planning
  • Retirement Planning
  • Tax* Planning and Compliance
  • Investment and Portfolio Analysis
 
  • Education Planning
  • Estate Planning
  • Business Succession Planning
  • Life, Disability and Long-Term Care Insurance Planning
 

insurance imageOur Certified Financial Planners offer fee-based guidance and advice with no attachment to product sales. Each provides you with an average of over 2 decades of experience and knowledge. To learn more, meet Our Local Team  or Request Information

 

Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and TFA Management, Inc. Tompkins Trust Company provides bank trust and asset management services. TFA Management Inc. subsidiary Tompkins Wealth Management, Inc., a Registered Investment Advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through TFA Management Services subsidiary Ensemble Financial Services, Member FINRA, SIPC.

Investments are not FDIC insured, not bank guaranteed, and may lose value.

*Consult your Tax advisor