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Security Bank & Trust Co. in Glencoe,
Minnesota
Trust Company
For over twenty-five years the Trust Company has taken pride in providing
objective investment and financial planning for the benefit of our clients. Our
services in the area of investments help you work toward your individual
objectives. You may desire to provide financial management for members of your
family beyond your life, or you may have tax concerns that could be solved
through the utilization of a trust. Our expert assistance can help you define
your financial goals and assist with establishing a plan to accomplish them.
Although our services are not for everyone, they also are not the same for
everyone. We provide education and assistance that will get the job done right.
Contact us at (320) 864-5134 or (651) 452-9550.
To enroll in this option call the
Trust Company at (320) 864-5134 or email
us.
Investment Services
Successful investing can be very complicated – unless you have the experience
and time to spend on investment matters. For most individuals the situation
calls for expert help, but even among investment experts, skills and experience
vary widely. Our staff has a history of reliable unbiased advice and service.
That is a strong reason to consider our investment services. We are professional
investors who for many years have helped clients achieve individual goals.
Personal Trust Services
Special needs call for special solutions. Many personal financial objectives
extend well beyond those that our investment services alone can cover. A trust
can be your special tool that lets us help with such goals as:
- Managing your assets if you are disabled or
after your death
- Saving on estate taxes
- Making sure your charitable bequests are
carried out
- Supporting family members
As trustee, we care for the property placed in
the trust for your benefit and/or for the benefit of other persons you choose.
Estate Settlement Services
Through our estate settlement services, we administer financial estates and take
them through the complexities involved in transferring one’s assets at death.
Employee Benefit Services
Choosing the proper investments for your employee benefit plan may be the most
difficult part of setting up a plan. You not only have to set up the plan’s
investment goals, but you must also consider your and your employees’ needs
and satisfy the pension law’s strict requirements for plan investments. Our
employee benefit specialists are well prepared to provide the complete package
to make sure your plan meets all the regulations.
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