services
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