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FAMILY SERVICES
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Retirement Services: Individuals
One of the most difficult decisions to make in retirement is: “Who can I rely on to satisfactorily administer all of my financial obligations if I am out-of-town or incapacitated?” This concern can be fully addressed through the appointment and utilization of Investor Trust's multiple services for families. We carefully integrate our services with your other advisors and therefore serve as a “quarterback” to a cohesive team of professionals to execute a comprehensive estate and wealth management plan.

Reporting
Consolidation of your multiple investment accounts into a secure, single relationship greatly simplifies the accounting, security, safekeeping, and tax preparation of your wealth. You are able to maintain your relationships with other advisors, but the benefit is a streamlining in the manner that your assets are accounted for.

Approval and Security
We can establish procedures to ensure that all instructions to us meet the family guidelines for approval and authorization. This may include review of instructions to verify authority for cash movement, ancillary family services, and other services that may be provided to the family.

Accounting and Record-keeping
When accounting for incoming assets, cash, retirement benefits, property receipts, and other income; and paying out cash to meet one’s obligations such as utility bills, lease or rental obligations, health-related expenses, and other living needs, a single-source accounting of these net cash flows truly provides a clear understanding of all activities for the simplicity of reporting to you. We routinely pay assisted-living bills, legal and accounting fees, investment manager fees, and other family expenses, and these are accurately summarized on our statement of activity to you. We even remit regular transfers to banking accounts and other family members if we are charged to do so. Our systems are flexible to account, collect, and remit almost any family financial transaction.

 

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