Professional Trust Management, Estate Administration, and Wealth Management
It is our goal to give you peace of mind and ensure your wishes are carried out in a manner that is appropriate to your family's circumstances. Our qualified trust professionals can help you make the right decisions for your financial future.
Wealth Management Expertise
We will manage and safeguard your assets to provide the necessary income and growth to meet the needs of your beneficiaries through investment management and financial planning.
Our trust professionals will handle and administer your trust agreement with discretion and be there when needed to accomplish the tasks required on a timely basis.
Knowledge of Laws
We can properly interpret and follow the terms of your will or trust, consistent with applicable laws that govern the arrangement and ensure all tax matters are addressed correctly.
Some trusts last for years or even through generations. We will administer your trust with consistency to ensure beneficiaries are treated fairly and receive what they are entitled to.
Additional Advantages We Can Offer
- Locally delivered, personalized service
- Professional asset management
- Lower cost services than individual trustees
- Flexibility in tailoring services to meet your specific situation
- Legal and regulatory oversight
- Full array of services, including bill paying, and estate settlement
Contact us today at 641-782-1000 to schedule a free consultation and learn more about how we can assist you.
*Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.