Town & Country Bank Town & Country Bank - Personal Banking Town & Country Bank - Business BankingTown & Country Bank - Customer CenterTown & Country Bank - Insurance Services
About UsWhat's NewCareersContact & Find Us
Personal Banking
Home Personal Banking Trusts & Investments
space Choose My Bank
space
spacearrowspace Town & Country Bank of Springfield
space
spacearrowspace Town & Country Bank - Buffalo,
Forsyth & Mt. Zion
space
spacegreen arrowspace Logan County Bank
space
space space space
space
space Access My Accounts Online ¥
space
spacegreen arrowspace Town & Country Bank of Springfield
spacegreen arrowspace Town & Country Bank - Buffalo,
Forsyth & Mt. Zion
space
spacegreen arrowspace Logan County Bank
space
spacegreen arrowspace Town & Country Banc Mortgage Services
space
space space space
space
space Customer Centerspacearrow
spacegreen arrowspace Help! - My Card has been lost or stolen!
spacegreen arrowspace Stop Fraud ¥

Trusts & Investments



Trust
| Top of Page |

Ensure that your wealth is managed as you want it – now and beyond your life.  Personal Trust clients seeking the services of corporate trustees generally have a net worth of $500,000 or more and some complexity that demands third party administration.  Consult with an attorney experienced in Estate Planning to determine how you might benefit from a Trust.

Features

  • You can establish an individual or family trust to be effective during your lifetime or upon your death.
  • Trusts offer ways to manage your investments, administer assets and transfer wealth in a tax-effective way. The bank will pay bills, reinvest assets, collect, and distribute income according to your wishes as directed per the Trust document.
  • Accurate, timely, and detailed reporting of transactions and assets under management.
  • Personal attention from a Trust Officer.

Benefits

  • Help avoid the publicity of probate when your estate passes to your heirs.
  • Relieve you of as many, or as few, of the day-to-day tasks in managing your wealth as you choose.
  • Consolidate and safeguard assets.
  • Ensure that assets are professionally managed should the you become incapacitated.

Costs

  • Pricing is based upon nature and value of assets under management.



Managed Investment Accounts | Top of Page |

We offer investment solutions tailored to match your needs, objectives and risk tolerance.  Solutions range from portfolios made up of cash, equities, fixed income securities, mutual funds, and ETFs - or combinations of all.  More sophisticated vehicles may be appropriate for certain investors.  Investment Management clients generally have investable assets of $150,000 or more.  We work with individuals, non-profit organizations (churches), professional associations, and any business with longer term assets to invest.

Features

  • Professional portfolio investment management
  • Consultative process centered around strategic asset allocation
  • Quarterly investment review
  • Investments tailored to meet the client’s needs, whether the client is an individual or a business – for profit or not for profit
  • Manage tax deferred or taxable investments with appropriate consideration given to each

Benefits

  • Professional investment management
  • Single point of contact for you through a Trust Officer
  • Coordination with your existing advisor relationships – accountants, lawyers, tax advisors

Cost

  • Pricing is based upon value of assets under management

Not FDIC Insured.  Not guaranteed by the Bank.  May lose value.

 

© 2007Town and Country Financial Corporation. All Rights Reserved.
Financial Privacy Disclosure | Other Disclosures | Email Us^