Financial planning for your future.

Our team is squarely in your corner. You’ll get personalized financial planning and advice, with a level of care that helps you accomplish what matters most—now and for the long haul. Financial planning and support with a Premier Banker require assets of $250,000 or more.

It’s here. Discover the Premier Advisory Client Experience.

Together, we’ll craft a custom financial plan that’s in line with your needs. Then you’ll get guidance through the Premier Advisory Client Experience (PACE)—our dynamic, advice-driven, relationship-based financial planning model.

Your Premier Banking team will listen first to learn what you’re after.

We’ll put it all together in a personalized plan that gives you our best thoughts and next steps forward.

Together, we’ll collaborate to tailor the plan to your goals in a way that suits you and your journey.

Your team is with you all the way. So when life changes or opportunities appear, we’ll be ready to update your plan—together.

Schedule an appointment with a Premier Banker

We’re here when you need us. Get the conversation going about financial planning, opening new accounts, investing, and so much more.

*Financial planning and support with a Premier Banker require assets of $250,000 or more.

Premier Banking rewards

This is the next level of banking—made for you.

Premier Banking gives you access to benefits designed to reward your life. Certain benefits are available with a RCFOS MarqueeSM Checking account, which offers options to waive the $35 monthly maintenance fee by maintaining a total combined ledger balance of $250,000 or more in your RCFOS related accounts, or when you meet RCFOS Wealth relationship requirements.

Avoid fees.

No-fee non-RCFOS ATM transactions in the United States. and internationally, and no fees for overdrafts, money orders, official checks, wires, and stop payments.

Extra savings on loans.

When you need to borrow, you’ll have access to premium discounts on loans and lines of credit.

Higher limits.

Enjoy higher transaction limits on ATM withdrawals and debit card spending.

A complete plan where you feel supported. That’s the RCFOS Premier Banking experience.

Crafting a plan is more than just investments and retirement. A good plan gives you action steps to achieve what you have your sights set on. We’ll work together to make sure all your bases are covered.

Planning

  • Retirement income
  • Tax considerations: life and legacy planning
  • Financial literacy and education planning

Banking

  • Liquidity and cash flow
  • Strategic credit for short-term and long-term needs

Investments

  • Customized portfolio management
  • RCFOS Invest* automated, advisor-supported investing
  • RCFOS Trade* self-directed trading
  • Full-service brokerage offering

*RCFOS Invest is offered by RCFOS Advisory Services, Inc. RCFOS Trade is offered by RCFOS Investment Services, Inc.

Risk management

  • Risk assessment
  • Asset protection strategies
  • Healthcare expense considerations

Estate

  • Will updates and reviews
  • Living will and trust formations
  • Wealth transfer planning