Glen Ellyn Bank & Trust
357 Roosevelt Road
Glen Ellyn, IL 60137
The Park-LaCour Team is equipped with the expertise, leadership, and commitment to provide a wide range of financial services to meet your unique wealth management needs. With over 75 years of combined experience and dedication to excellence, our sound principles lay the foundation for our strategic focus of protecting and growing your assets.
Led by Scott Park, our wealth management team will provide you with the highest quality of investment services. We will begin by developing a thorough understanding of your financial situation and objectives, and then work in partnership with you to draft and implement a plan aimed to guide you toward the future you envision. Through a disciplined process rooted in our extensive knowledge of the marketplace, we will manage your assets for wealth preservation and growth of capital, while ensuring that your plan is sufficiently flexible to respond to changes in the investment markets and your personal circumstances.
Our goal is to provide families with the sound advice and personal service that has defined our firm since 1931.
Utilizing a variety of investment vehicles and services, such as equities, unit investment trusts, mutual funds, options, exchange-traded funds, bonds, and professional portfolio management, we work with you to construct a strategy best positioned to help you meet your unique financial goals. We employ a powerful planning tool, Envision℠, which helps us to identify your specific objectives while allowing us the flexibility to update your plan to reflect life events or goal adjustments. With regularly scheduled reviews of your personalized plan, this unique tool illustrates the journey towards your financial future.
We can assist you and your family by helping you prepare for retirement taking into account inflation, taxes, and longer life expectancies. We service Traditional IRAs, Roth IRAs, 401(k)s, and other types of employer plan rollovers.
Estate and insurance planning are critical to ensuring that your wealth is preserved and distributed according to your intentions. Tax and trust management can help alleviate the stress and complications that accompany transferring wealth that may be subject to estate tax.
Insurance is vital to any comprehensive financial plan. Life insurance, long-term care insurance, and fixed and variable annuities are complex, yet enormously effective products that offer our clients a powerful mechanism to provide for themselves and their beneficiaries.
With the rising cost of education, planning for this most valuable investment cannot be overlooked. We service 529 plans, UGMA/UTMA accounts, and savings trusts for our clients.