Family Trust Investment services team

Family Trust Investment Services

Plan your financial dreams

Investment Services

Services Provided
Retirement, Education and Estate Planning Long-term strategies to help you pursue financial goals
Risk Management Seeking growth with an emphasis on preserving capital
401(k) Advising Work toward maximizing investments inside your company plan
Life Insurance Review Policies reviewed for fit and affordability
Fixed Income Investments Bond portfolios built to your specifications
Money Market Funds and Brokered CDs Work toward increasing the earning potential of your “safe money.”
Mutual Funds, Stocks and Bonds