Today, a financial institution is more than just a bank. It involves more than loaning money and setting up your deposit accounts. I have been working with customers for over 25 years trying to help meet their financial needs. Our mission statement states, “We believe in the commitment to seek out and provide solutions for tomorrow, not just for today.” This commitment is to you as well; as a financial institution, we are here to help you with your needs, those for today and tomorrow and to help you achieve your goals.
These financial products might include deposit accounts, loans, insurance, investing and financial planning for you and your family. The professionals at Bank Forward, Insure Forward, Tax Forward and Invest Forward are ready to help you with any questions you may have and to help structure your entire financial picture.
How do we accomplish this? Simple:
- Get to know you and your current situation.
- Define what you want or need to do.
- Implement a strategy to accomplish it.
The Bank and Insure Forward teams and I want to help you identify your needs and goals and come up with answers and solutions. This could be a simple process or take some time but know that we are here to help. On Bank Forward’s and my behalf, I want to say thank you for the opportunity to work with you and we look forward to continuing, or starting to build, a long term relationship.
Brad specializes in commercial and ag lending and crop insurance.
