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PERSONAL TRUSTS

Living Trusts

Revocable Trusts

Irrevocable Trusts

Charitable Trusts

Custodial Trusts

Court Ordered Trusts

INDIVIDUAL RETIREMENT ACCOUNT (IRA)

Traditional

Roth

SEP

SIMPLE

CORPORATE RETIREMENT PLANS

(401-K/PENSION)

401k Trustee Services

Profit Sharing

Money Purchase

Defined Benefit

403b Plans

WEALTH MANAGEMENT

 

Portfolio Design

Financial Planning

Model Portfolios

Oil & Gas Management

ESTATE SETTLEMENT

Asset Collection & Valuation

Probate Services

Review and Evaluation following Tax Preparation

Detailed Accounting

Distribution of Assets in Accordance w/your Estate Plan