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Farmers Savings Bank offers Trust & Investment Services that are tailored to fit your needs and financial goals. Our staff is available to assist you with the development of your financial and estate plans and to provide professional investment management by utilizing strategies based on your personal objectives.
Farmers Savings Bank can act in many different fiduciary capacities:
- Trustee for your revocable living trust or other trusts established during a persons lifetime (i.e. charitable trusts).
- Trustee for trusts established under a person’s will for various purposes.
- Agent for the management of your investment portfolio and to help with day to day needs by collecting interest and dividends on your assets, bill paying and consolidated income tax reporting.
- Conservator for a minor child, the elderly, or an individual with some level of a disability or handicap.
- Executor of your will. We will compile the assets of your estate, complete the necessary court & tax reporting requirements and provide for a timely disposition of assets to your named beneficiaries.
- Retirement plan options. We will assist with the rollover of your company retirement account to an IRA to maintain the tax advantages. We can discuss the establishing of a qualified retirement plan that is customized to fit your business needs.
Contact us to help you with your financial needs. We would be happy to meet with you at your convenience.
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Securities provided by Farmers Savings Bank Trust Department are not deposits of the bank, are not FDIC insured, have no financial institution guarantee, and may lose value.
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