Personal Trust & Investments

Trust and Investments

Access my Investment/Trust Account
  • Investment Management
  • Financial Consulting
  • Trusts for Individuals
  • Charitable Trusts
  • Farm Management under Trust
  • Estate Planning
  • Business Succession Planning
  • Escrows

Retirement Plans – Design & Administration

  • 401(k)
  • Profit Sharing
  • Pension
  • Simple, Roth and Regular IRAs
  • Rollover IRAs

Download the Trust Brochure

 

Brokerage and Investments

Access my Brokerage Account
  • Investment Management
  • Financial Consulting
  • Personal Brokerage Accounts
  • Annuities
  • Life Insurance
  • Long-Term Care Insurance

Retirement Plans – Design & Administration

  • 401(k)
  • Profit Sharing
  • Simple, Roth and Regular IRAs
  • Rollover IRAs

 

 

Not FDIC Insured – Not Bank Guaranteed – May Lose Value

Brokerage services are offered by Investment Professionals, Inc., member FINRA and SIPC. Independence Bank and Independence Financial Services are not registered broker/dealers.