The professionals in our Personal Asset Management Group are seasoned experts in Trust Administration. They’re here to secure assets for your future and help you preserve your wealth.
As Trust Administrators, they’ll structure financial and asset management plans to your specific needs.
They’ll ensure that your trust management plan continues to meet your financial goals as circumstances change over time, too.
Trust Administration at 1st Source entails a variety of financial services designed to simplify your life:
- portfolio management
- monthly bill paying, including payment of real-estate taxes
- estate and tax planning
- preparation of annual tax returns
- financial and retirement planning
- medical insurance processing
- guidance as needed in locating accredited nursing or home maintenance professionals
Certain investments, insurance, annuities and/or mutual funds obtained through 1st Source Bank are NOT FDIC INSURED, not a deposit, not guaranteed by any bank and may lose principal.