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.