Planning
The best businesses are constantly adapting to change. We understand that and we’re prepared to help you with your changing needs in every situation. Our specialized services are flexible and adaptable, including succession planning, investment management, tax planning, and much more.
Manage your accounts
We’ll help make sure your vision for the future is secure and your legacy endures. Through goal setting, asset inventory, estate planning recommendations to share with your attorney, implementation and coordination with your attorney and CPA, business succession-planning recommendations, 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, nonprofit 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.
