Account Types

Investment Management
IRA Rollover/Transfer
Living Trust
Successor Trustee
Personal Representative

Investment Management

Bring professional management to your investment portfolio with customized strategies, advice regarding tax ramifications of investment decisions, and disciplined, experienced investment management.

IRA Rollover/Transfer

As the investment manager of your retirement plan, we will seek to maximize your assets with customized investment strategies while complying with all related IRS issues. A rollover IRA can be utilized to your advantage because it allows you to continue to receive tax-deferred status and avoid tax penalties.

Living Trust

Uniquely designed as both revocable and amendable to ensure you are still in complete control, this relationship allows us to manage your assets and make distributions under your direction. An advantage is the avoidance of probate in the event of your disability or death.

Successor Trustee

This trust relationship ensures prudent management of your assets while providing for your family's current or long-term needs. It allows planned, time-sensitive distribution of trust assets to your beneficiaries. Members of your family, or other individuals, may serve as co-trustee.

Personal Representative

As the executor of your will, we ensure that your assets are distributed exactly as you intend. We assume total responsibility for settling your estate, although members of your family, or other individuals, may serve as co-personal representatives.