SERVICES

PERSONAL TRUSTS

Revocable Trusts
Irrevocable Trusts
Charitable Trusts
Custodial Trusts
Court Ordered Trusts

INDIVIDUAL RETIREMENT ACCOUNT (IRA)S

Traditional
Roth
SEP
SIMPLE

CORPORATE RETIREMENT PLANS
(401-K/PENSION)S

401k Trustee Services
Profit Sharing
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