Asset Management/Trust Group

We'll structure a plan to meet your goals, from investment management, retirement and estate planning, to trust services and more.

Personal Service

Our relationships extend beyond investment expertise. We offer you a high level of personal service that is hard to match in today's financial climate. We are dedicated to your unique needs and personal philosophy. Staffed with certified financial planners and professional investment counselors, we offer objectivity and stability in the preservation and building of wealth for our clients. We utilize individual securities, mutual funds, and/or a mixture of both. Whatever your financial goals, we will develop an investment portfolio, from conservative to aggressive, to reach them.

These days, pursuing your financial goals is more complex than ever. New types of securities, an ever-changing economy, and dynamic global markets all create opportunities — but only for those who have the time and expertise it takes to make the right decisions.

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Investment Management

As investment managers, we offer you a full range of options to meet your needs. We also provide measurement of investment performance which serves as the basis for continuing portfolio analysis and refinement.

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Trust Administration

Our Asset Management/Trust Group is staffed with experienced professionals who can administer:

• IRA Rollovers
• Investment Management Accounts
• Personal Trusts
• Pension Plans
• Profit Sharing Plans
• 401(k) Plans
• SEP (Simplified Employee Pension)
• IRA Trusts

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Estate Planning

Having an effective financial plan is an important part of estate planning. We'll work with you to conserve the assets you've built. Estate planning is an ongoing process. And, once you start to realize your financial goals, asset preservation and how to avoid estate taxes become important factors in estate planning.

Contact us to request a copy of our Trust & Estate Planning Guide to create a bright future for your family.

For more information on Asset Management/Trust services, Contact us or call Thomas W. Barney, Certified Financial Planner, Senior Vice President at 236-3161 or 1-800-773-5601.

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Related Services:
Retirement Accounts