Our investment management services can personalize management of your stocks, bonds and other securities to meet your individual needs. You have a choice of whether or not you get involved in the investment management decisions of your trust. If you choose, we will make investment decisions, including asset allocation, fund selection, performance monitoring and risk management based on your long-term goals and tax situation. We will meet with you periodically to review your goals and situation.
Individual Retirement Planning
We provide retirement planning services for your retirement security. Retirement assets are becoming the largest asset your estate may contain and also some of the most difficult assets to properly pass to your family. Planning for the proper beneficiary designations can extend these assets long into the future and provide for the financial security of your family. Services include IRA rollover administration and planning, SEP IRA administration and planning, and investment management of these assets.
Employee Benefit Plans
Our pension services include investment management, consulting and administration services for profit sharing plans, defined benefit plans, 401(k) plans, 403(b) plans and traditional pension plans.
Trust and Investment products are not deposits and are not insured by FDIC.