Creating and maintaining financial security for you and your family is our priority.
A TS Bank Trust and Financial Services consultant will work with you to help reach your investment objectives through portfolio design, tax-focused strategies, yield-focused services, and tax-deferred growth.
You enjoy the option of investment management at your comfort level, with ongoing analysis for periodic updating and review to keep abreast of changing market conditions. Your portfolio will be built around your risk tolerance and earnings goal, ensuring that you get all the tax advantages available to you.
Take a look at some examples of the kind of investment strategies we offer and how we handle the different approaches.
Turn to us for:
We'll help you assess your entire financial picture and make recommendations to help you achieve your financial goals.
Foundation (Non-Profit) Management
Our experts will help you with management, custodial and agency programs, as well as useful ideas for your organization's charitable giving program.
Business Succession Planning
We can help you strategize and develop a plan for your business to be passed on to a future generation or other successors that will maximize financial security for everyone involved.
Successful retirement planning is not a one-step procedure, but rather an ongoing process. Our team will evaluate the changes in your lifestyle, goals, objectives, and risk tolerance levels, and help you make the necessary adjustments to your portfolio and financial retirement plans.
We can make it easy for you to manage your farm by handling the day-to-day transactions and decisions while helping you achieve your desires and goals.
Consult one of our trust officers or financial planners for a free consultation.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value