Acquiring wealth is one thing; conserving and managing wealth wisely is another.
Financial Planning with STC Trust & Investment Management takes the guess-work out of the process.
Asking yourself some important questions with the help of our wealth advisors could ensure that you are well-prepared for the years ahead:
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Are you satisfied with your financial preparations for retirement?
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Does your investment portfolio suitably balance income, growth opportunities and risk?
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Do you own special assets, such as a closely held business or investment real estate, that require special estate planning measures?
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Does your long-range property planning take advantage of current opportunities to reduce the impact of federal estate taxes?
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Will your beneficiaries gain full benefit from the resources that you can provide?
Trust & Estate Planning
For over a century, the Trust Department of Somerset Trust has personally served families, businesses, and organizations.
Today, our Trust Department professionals have the answers to long-term financial security as you and your family strive to establish, grow, manage and safeguard your wealth. As members of the community, they understand the importance of personal contact and are sympathetic to the financial challenges facing their neighbors.
They offer comprehensive financial management to meet your present and future goals, guiding and leading you through solutions that are affordable with no hidden fees, and held to the highest fiduciary standards by law.
Retirement Planning
Planning for financially secure retirement commitment as well as a number of choices. The rules and regulations applying to each make the decision-making process seem overwhelming.
Our Trust Department specialists will lead you through the process and help build the bridge to a secure financial future. You may also access your trust account online.
We want you to know:
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Are Not
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Are Not Insured by any Other
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May Lose Value, including
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Are Not a Bank Deposit
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Are Not Guaranteed
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