Trust & Wealth Management Services
You’ve worked hard for your money. And it’s the job of our Trust & Wealth Management advisors to make that money work hard for you by securing your family’s financial future. Trust & Wealth Management services have become an important part of financial planning for everyone, regardless of age or level of income. The protection and management of assets can ensure the security and comfort for your retirement years and the well-being of your family.
Access your Trust & Wealth Management Account:
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Serve as a personal representative of descendant’s estate. Duties include collecting assets of the estate, paying expenses and distributing the assets to the heirs.
Work directly with your legal professional to establish a plan for you and your family to assist in developing a strategy to allow assets to flow to chosen beneficiaries by the most efficient means possible.
Living & Personal Trusts
Serve as trustee by holding and managing assets held by the trust and carrying out the grantor’s written instructions contained in the trust document.
Manage the financial affairs of minors and individuals ruled incapacitated by the court.
Serve as agent for individuals by paying everyday living expenses and managing daily affairs.
Serve as a qualified intermediary on like-kind tax-free exchanges and as escrow agent for hold-papers-only transactions.
Financial & Retirement Planning
Our goal-based planning process generates a written document describing what you are trying to accomplish and how we propose you succeed. Once a plan is implemented, it is carefully monitored and adjusted based on the planning objectives.
Based on the Uniform Prudent Investor Act, our investment policy follows the concept of Modern Portfolio Theory. When investing funds, each account is carefully analyzed to establish objectives and goals. Affordable asset allocation models are then implemented, monitored and adjusted based on several contributing factors.
Individual Retirement Accounts (IRA/Roth/Rollover)*
Serve as custodian of Individual Retirement Accounts. The IRA owner has the choice of either a Self-Directed IRA (owner manages funds) or a Managed IRA (Trust & Wealth Management Department manages funds).
*Bank deposit products held within IRAs opened for Trust & Wealth Management customers are FDIC insured. All other investment products offered are not a deposit, not insured by any Federal government agency, not guaranteed by the Bank and may go down in value.
Employee Retirement Services (401(k), 403(b), etc.)
In conjunction with NestEgg Consulting, Inc., our partner, we can develop and service retirement plans for large or small businesses. NestEgg Consulting, Inc. is a service- and education-based provider with participants in all 50 states.
Corporate Bond Issues
Serve as trustee and paying agent on municipal and school bond issues.
Crews & Associates, Inc.
Crews & Associates is a wholly owned, non-bank affiliate of First Security Bancorp and has been serving the financial needs of Arkansas for over a quarter of a century. Communities need financing like regular citizens, and when they do, they call on Crews & Associates’ team of experts. From the largest cities, schools, airports and hospitals to the smallest local governments, water districts and high schools, Crews & Associates has provided billions of dollars for making public improvements to Arkansas and other states across the nation.
We offer our clients:
- Municipal Securities
- Private Placements
- Mortgage-Backed Securities
- Certificates of Deposit
- Preferred Stocks
- Corporate Bonds
- U.S. Treasury & Federal Agency Issues
- Lease Finance
To learn more about Crews & Associates, click on the link below to access their website directly:http://www.crewsfs.com/
Investment products are:
NOT A DEPOSIT * NOT FDIC INSURED * MAY LOSE VALUE * NOT GUARANTEED BY THE BANK * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Crews & Associates, Inc. is a registered broker-dealer, member FINRA and SIPC, and is a wholly-owned, non-bank affiliate of First Security Bancorp.