Service
Service is first with us. You are the reason we exist. If you are satisfied, we will succeed. We do not cut service for modest estates.
Expertise
We have many years of trust experience and specialized training in Law, Investments and Financial Planning.
Investments
Your objectives determine the focus of our advice. We research a number of investment alternatives and choose the best, with no bias toward any company or fund family. Or we can work with your investment advisor.
Value
Our fees are tailored to your investment goals. We provide full service at a reasonable cost.
Personnel
Our office is staffed to concentrate on you with professional, local service supported by knowledgeable experts throughout the organization.
Security
While there is no FDIC Insurance for trusts, you have the assurance that investments we make are scrutinized by investment experts.
Convenience
Located at the Highway 14 East office, we also make house (or branch) calls when and where you wish to be served.
Managing Your AssetsRetirement
- Manage Investments
- Trusts
- Estate Administration
- Conservatorships
- Estate and Financial Planning
- 401 (k) Trustee Services
- 401 (k) Investment Services
- IRA Rollovers
- Simple IRA/SEP Services
