What are Trust Services?
Trust Services are a way of achieving your financial goals and planning for the future. With Profinium’s Trust Services on your side, you can make the most of your money now and in the future.

Am I eligible for Trust Services?
Probably. Most people can use the many services provided by Profinium’s Trust Services. Whether you’re looking for investment planning, financial protection or stress-free investing, Profinium has a plan for you.

Why Profinium?
The professionals at Profinium have years of experience, and can put that knowledge to work for you. After a plan is set, they’ll review it with you periodically to see if your investment goals have changed. By utilizing Profinium’s Trust Department we can provide stability and comfort to your family by being impartial and sympathetic to your needs. And at Profinium, your privacy and the security of your investments are always our top priority.

Trust Services include:

Executor or Personal Representative
The person you designate to administer your estate is called an Executor or Personal Representative. If that person is a family member, it may cause stress and confusion. Designating Profinium as a Personal Representative or Executor can save time, stress and money while ensuring that your wishes are carried out with the utmost attention to detail and prudent management. Talk to your Profinium representative today about this service.

Trusts
Trusts come in all shapes and sizes, but all have one thing in common: the assurance that your assets go where you want them. Profinium can help you with a wide variety of Trusts for your convenience.

Living Trusts
A Living Trust is set up and operates during your lifetime. You can watch your plan change and allocate assets directly, if needed. Additionally, a Living Trust offers greater flexibility to change allocations and beneficiaries. Profinium can assist with both irrevocable and revocable living trusts. The revocable trust allows you complete control and flexibility.

Retirement Planning

Ready to retire? Profinium’s Trust Services can help you achieve your goals. We are experienced with 401(k)s, various types of IRAs, profit sharing and other qualified plans.

Not close to retiring yet? We can help with that, too. Profinium helps you plan for the future and offers investment flexibility and tax-deferred growth. Let the professionals at Profinium get you on the road to retirement today!

Agency Accounts

Our Trust Services can take the stress out of investing with an Agency Account. We will work with you to establish your investment guidelines, and we take care of the rest. Whether you’re looking for investment advice or just someone to take care of managing the plan, we have an Agency Account that’s right for you. Call today to see how we can tailor a plan for your specific investing needs.

The Right Experience

Our Trust Services Department has extensive experience. Take advantage of our experience to help
you plan for the future needs of your family.