We provide families valuable services in their greatest time of need.
As a corporate fiduciary, we act in your family’s best interest. This includes professional portfolio managers that work to design a comprehensive allocation strategy tailored to your needs and Fiduciary Officers that work with your family’s tax professionals and legal counsel to create a prosperity plan tailor made for your unique life situation.
Our Fiduciary Services Include:
- Investment Agency Services
- IRA Services
- Trustee Services
- Conservatorship Services
- Executor Services
- 1031 Exchange Services
- Charitable Gift Planning
- Estate Planning
By embracing our fiduciary responsibility, our clients and their ongoing financial legacies are at the forefront of everything we do. The foundation of our investment philosophy is optimizing returns through managing risk. We do this by educating our clients about the risks within their financial plan and then implementing the best risk-based plan that fits their family.
Our team is here to help, assuring that you and your family are well prepared for all stages: generation of wealth, retirement, incapacity, or death. We are your valued partner in navigating all of life’s major events.
Our purpose is to secure and empower your family’s financial life to ignite a prosperous legacy.
You work incredibly hard to attain your prosperity, and you deserve to partner with those who are the absolute best at growing, managing, and protecting your prosperity; and doing so in complete confidentiality.
Looking for a financial partner that will simplify your life while protecting and growing your prosperity for generations to come? Contact your banker today or call 217-935-2148 to schedule a 30 minute meeting to help identify potential risks in your plan today.
Want to know more about our philosophy? Click to download our FREE eBook, "Managing Risk For Your Greater Reward: Ending the Investment Roller-Coaster".