Family Services
When it comes to securing the future of your family, you will need to understand all the financial options available and how to integrate various elements into a results driven plan. As an unbiased and objective resource, you can be assured that the recommendations you get from Independence Trust Company are not influenced by anything other than what is best for you and your family.
You know you will have to make some important decisions to assure your family's future will be financially secure. With retirement planning, insurance planning, college planning and estate planning, Independence Trust Company can provide you with the information, products and proven solutions you will need to secure your family's future.
Retirement Planning
- Traditional IRAs
- Roth IRAs
Insurance Planning- Life Insurance
- Term Insurance
- Whole Life Insurance
- Universal Life Insurance
- Variable Life Insurance
- Health Insurance
- Medicare Supplements
- Long Term Care Insurance
- Mortgage Insurance
College Planning- 529 College Savings Plans
Estate Planning- Wills
- Revocable Living Trusts
- Irrevocable Trusts
- Powers of Attorney
- Durable Powers of Attorney for Healthcare
- Living Wills
Investment Management services are offered through Fidelity Institutional Brokerage Group.
Securities are offered through Infinex Investments, Inc. - Member FINRA/SIPC.
Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Trust Company and Fidelity Institutional Brokerage Group, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured and are not deposits or obligations of, and are not guaranteed by any bank. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.
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