Reduce your tax obligations. Eliminate probate. Ensure the continuance of your business. Designate your gifts to charity. Provide financial security for your loved ones. Those are just some of the benefits that a well-coordinated financial plan can bring.
The team at Trust Point will help you develop a comprehensive estate and financial plan based on your specific objectives. We will work with all of your current advisors, accountants, attorneys, and insurance providers to make sure that all elements are known and included. Our credentialed, professional staff can assist with investments, retirement planning, trusts, and philanthropic services.
How Does Our Process Help You?Understanding and managing your finances can be a daunting task – make it easier by working with a trusted partner. Since 1913, Trust Point has been serving the financial needs of individuals, families and corporations. A fully independent institution, we provide unbiased financial planning services only in the clients’ best interest, on a personalized basis. This tradition of independence and personalized experience is what continues to set us apart.
Communication & InsightsWe’ve developed our investment philosophy for more than a century, giving us plenty of time to prove our principles. Our team is committed to providing you with all of the information you need to feel comfortable with your financial decisions. We will communicate the details, so you know where you stand and what needs to be done. Our team of credentialed professionals brings insights to a variety of wealth-related issues so that you can feel confident in the decisions made.
FeesWe do not collect commissions from, or share revenue with any investment that we utilize or recommend for our clients. We view revenue sharing as a conflict of interest that can cloud an advisor’s judgment. Therefore, our fee structure is a tiered schedule that is calculated based on the assets under management – those are the only fees we collect – no transaction fees, no commissions, and no revenue sharing. This creates a compensation arrangement in which holds true to our simple philosophy:
We believe that in doing what is best for our clients, we will be doing what is best for Trust Point.