Issue link: http://southshoremagazine.uberflip.com/i/1174142
Wherever you're going, we'll help you get there. A relationship you can count on for your financial future. Rockland Trust Investment Management Group. • Investment Management • Financial Planning • Retirement Planning • Estate Planning • Insurance Analysis • Tax Analysis For more information, contact: Jeff Smith, Senior Vice President 781.982.6793 | Jeffrey.Smith@Rocklandtrust.com Not FDIC Insured • Not Bank Guaranteed • May Lose Value Not a Deposit • Not Insured by any Federal Government Agency 45 TheSouthShoreMagazine.com Smith. "For example, what would happen if a certain income stream dissipated, or a health issue arose? Then we find which policies or safety nets we can put into place that will protect their money as much as possible." Their proactive approach examines investments from many angles, including insurance and tax strategies that can save you money. Rockland Trust is a trust company with trust powers granted by the Division of Banks for the State of Massachusetts. This is the highest standard a bank can achieve, allowing them to act as fiduciaries on trust accounts, and they are extremely proud to have earned this delegation. SUPPORTING OUR PEOPLE AND OUR COMMUNITIES Smith has worked at Rockland Trust for almost 20 years and he appreciates the bank's positive work culture. "My co-workers and I are all diligent, success-oriented professionals who want to see others succeed. At the same time, we respect each other's lives beyond the workplace, as human beings with families, life situations and personal commitments. We foster a healthy work-life balance." Rockland Trust and its employees are well-known for their outreach and caring. Its RockCorp program is an employee based volunteer group whose mission is to provide assistance to non-profit organizations. Employees are also given days off each year so that they can volunteer in the community. Rockland Trust is committed to charitable giving, and is a leading supporter of the United Way. Philanthropy takes many forms at Rockland Trust, including seasonal community initiatives, volunteerism, outreach and financial contributions. HELPING YOUR BUSINESS IS OUR BUSINESS Rockland Trust's Investment Management Group has a commitment to family businesses and understands the hard work that goes into them. Smith finds it incredibly rewarding to help people invest their money after they have spent years building a business. "Many businesses received their first loan from us years ago, and then we get to see the hard work and years of perseverance pay off. We value helping people support themselves and their families for the rest of their lives," he says. Rockland Trust IMG's experienced, credentialed team of over 80 professionals provides a proactive, steady and diversified approach to personal and business investing. By focusing on their clients' goals, employing their expert analysis and creating a comprehensive plan, clients can feel confident about their financial future. For more information about how Rockland Trust's Investment Management Group can help with your goals, visit your nearest branch or their website: www.RocklandTrust.com/Wealth&Investments.