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Helping you manage the big steps going forward

The “why” may be protecting your family or your pending retirement, and the “what” could be saving for tuition or to finance a new business venture. The big question is “how”. When faced with life events, it helps to have a partner and advisor to guide you.

Our experts will sit down and listen to your plans and help you gauge what is needed to make them a reality. From tapping home equity loans and other lending options to understanding what you’ll need in retirement, Bank of Marin will personally tailor plans to fit your individual needs.

To take the next step and for sage advice, please drop by your local branch or contact our Wealth Management and Trust team.