Our team is able to assist you and your family with fiduciary services that include corporate trustee and co-trustee powers, estate administration, risk investment management, bill paying, and more.
We provide families valuable services in their greatest time of need.
As a fiduciary provider, whether as trustee or agent, 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.
The problem today is that people underestimate the amount of risk in their financial plan. At TS Prosperity Group, we solve this by educating on financial risk and implementing a risked based plan that fits your family. This allows our clients to sleep better knowing their prosperity is protected and will be there for the next generation. While interviewing our clients and reviewing their current portfolios, we’ve discovered there are ten main issues that most investors face. We have highlighted them on our blog, which you can access by clicking here or the image below.
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First National Bank is proud to offer TS Prosperity Group investment services. Contact your banker to schedule an appointment today!
