Trust Services
Your Future is Now.
- You have access to our Trust Services, and we do not charge to listen to your story.
- We actively listen to your retirement, financial planning, or estate planning needs.
- Your wishes are important, and we will work to secure your and your loved ones’ future.
- Personalized retirement plans, investment management, and oversight should not be done with cookie cutters as each individual and family’s needs and wishes are unique.
Trusts
There are many types of trusts for many reasons. The simplest way to describe them is that we can help carry out your wishes in your absence. Marcie will be happy to sit with you and talk about the life needs where a trust might be a good fit.
Investments
Investments are professionally managed and there is oversight by several entities to make sure the investments are consistent with your goals and desires.
Financial Planning
We can work with you to establish a financial plan to meet your goals and objectives.
Retirement
A purposeful retirement plan is more critical than ever and we can provide resources in this important endeavor.
Estate Settlement
We can help with one of the most difficult aspects of life, dealing with death and the emotional, legal, and financial ramifications of settling your estate. We can provide great assistance to your loved ones by taking the pressure off them during a typically difficult time. We can also work to make sure your wishes are carried out as directed.