WEALTH MANAGEMENT GROUP

For our customers having unique money management challenges, MFB Financial offers a Wealth Management Group to help meet all your financial needs. Investment management, brokerage services, estate planning, college funding, and retirement planning are all tied together in one competitive Wealth Management Group. Features Unlimited check writing Competitive money market rate tiers No minimum check amount restrictions Free personalized checks MoneyMate Plus debit card Free ATM access Worldwide (surcharge excluded) Overdraft Protection Your money is available for investment purposes via direct transfers made automatically from your Wealth Management Group at MFB Financial. Broad Investment Choices Through your investment account, you can select from a broad range of investments including stocks, bonds, mutual funds, annuities, Treasuries, and other registered securities. Personalized Professional Financial Guidance Available As a member of our Wealth Management Group, licensed and experienced financial consultants are available to assist you in designing and implementing a plan to help you work toward your financial goals. In addition, we can provide a complete review of all of your insurance coverages to assure that you and your business are receiving the right coverage for the best price. Value Added Services Because you are a special customer with unique financial needs, as a Wealth Management Group member, you will receive these additional value added services: Invitations to free quarterly Wealth Management Group luncheon seminars Free American Express Travelers Checks Attractive discounts on selected Consumer and Equity loan programs Special Bonus on New Certificates of Deposit $100 savings on first Mortgage Closing costs 50% off safety deposit box rental (3x5 or credit toward larger box) Visa Card with Reward Program Free Internet Banking and bill payment service Free telephone banking Portfolio Management and Sales 3 free wire transfers per month Higher withdrawal limits on ATM and POS Qualifications to Become a Member Individuals whose annual household income exceeds $100,000 or net worth of $500,000 including home. Also, a minimum opening balance of $1,000 is required in the Wealth Management Group.