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Believing that beneficiaries and advisors should have the power to choose their own financial solutions.
Anticipating the needs and wants of beneficiaries and advisors, for today and tomorrow.
Working together to find solutions efficiently and simply; this revolutionizes the Advisor and client relationship.
A Trust Company created by Advisors for Advisors - We get you.
A trust company created for advisors; knocking down the traditional rigid trust company walls.
We can work with almost anyone, no matter where you’re client’s money is held.
Trustee services are efficient, easy to use, non-interruptive and designed to support the advisor not undermine them.
The advisor provides the financial planning and investment advice. We provide the trust administration as the trust company in South Dakota.
Solve individual trustee administrative problems and hassles
Individual trustee retains control of investment and distribution of trust assets
Provide individual trustee with guidance from a trust officer.
Individual trustee provides the human knowledge, control, and connection with the beneficiary(s). We provide guidance and knowledge of trust administration.
Also know as a SmartIRA™, with a custodial neutral Trusteed IRA, if you change custodians, the assets move with you.
Creating a financial plan needs to be adaptive to your evolving situation.
Make the stretch provision and asset protection a reality for inherited IRAs.
A financial planning tool that gives options to clients and their families to plan for the future on their terms.
We've got the stuff to back you up.