Trust


A well-planned estate protects more than just your peace of mind - it ensures that your estate will pass on to those individuals or organizations that you hold close to your heart.

At Cadence, we have been the provider of fiduciary and investment services for over 30 years. Our institution's consistent history is one of integrity, professional performance, and dedicated client service. Our "open architecture" investment process provides our customers with wisely planned portfolios consisting of proven, long-term money management, and providing superior investment returns while maintaining acceptable market risk in all types of market conditions. 

Our trust officers can evaluate your individual situation and assist you in assessing personal and family financial goals, developing or adjusting your estate plan, or managing your retirment assets or your investment portfolio.

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Your Retirement Matters

Winter 2012

Spring 2012

 

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  • Products/Services
  • Benefits
  • Business Services
  • Retirement Services

Products/Services

  • Investment Management Accounts
  • Trust Under Will
  • Tax Exempt Organizations
  • Court Appointments
  • Family Limited Partnerships, LLC
  • Irrevocable Life Insurance Trusts
  • Escrows
  • Wealth Management Programs
  • Estate Administration
  • Executor Services

 

Benefits of our Products/Services

  • Prudent Investment Management
  • Asset Protection
  • Peace of Mind
  • Convenience
  • Tax Savings
  • Trust Management for inexperienced, incapacitated or minor beneficiaries

 

Business Services

Cadence Trust also provides fiduciary and agency administrative and investment services for clients such as corporations, churches, universities, insurance companies and hospitals. These services include:

  • Active professional asset management
  • Investment policy review and design
  • Custodial safekeeping of assets
  • Bond Trustee services
  • Securities processing
  • Escrow services

 

Retirement Services

A business owned and operated by a single person or a family will have significantly different needs than those of a corporation employing dozens or hundreds of people. For example, the administration of a pension and profit-sharing plan might overwhelm a small owner operated business; however, a Simple IRA would enable this type of business to not only reap retirement savings but at levels above those of traditional IRAs. The corporation could also gain significant benefits from a profit-sharing plan, with its tax advantages and built-in employee incentives. Regardless of your business, Cadence can guide you toward the benefits that suit your situation best. These include:

  • Pension Plans
  • Profit-Sharing plans
  • 401(k) plans
  • IRAs
  • Simple IRAs
  • Trustee and Administrative services
  • Participant record keeping
  • Governmental filings

Choosing the right plan involves careful decision-making. Contact us at 1-800-698-7878 or (662) 329-6560 for a no-obligation meeting with one of our Retirement Planning Specialists to discover how we can help you with your plan's investment management and administrative needs.

 

 

Whether you are just beginning or consider the advantages of an estate plan or already have one in place, contact us at 1-800-698-7878 or 662-329-6560 to see how we may be of service to you.

Not a deposit - Not FDIC insured - Not insured by any federal government agency - May go down in value