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Trust

Wealth Management

Trust Account Login

Overview

The investment professionals at Franklin Bank & Trust Company offer a full range of wealth management services to help you develop a financial strategy that fully addresses your needs and concerns. Whether your priority is preparing for retirement, education planning for your children or determining how to best transition your estate to your heirs, your priorities become ours and we are committed to offering you exceptional service with measurable results. Our goal is to alleviate difficult and complex financial decisions by offering sound, simple and responsible guidance.

Investment Management

We will develop a unique portfolio tailored to assist you in reaching your short and long term financial goals while taking into account your individual investment needs, objectives and circumstances.

Personal Trust

We understand that some things are too specialized and important to handle on your own. Our trust professionals are knowledgeable in all areas of trust management and administration with specialized experience in personal trusts, both revocable and irrevocable, grantor trusts, charitable trusts, special needs trusts, testamentary trusts, and asset protection trusts. We will be here to assist multi-generational families throughout the years as financial circumstances and needs change.

Trust services include:

  • Family wealth transfer
  • Business succession and transfer
  • Allocation of resources for education
  • Eldercare needs
  • Charitable giving

IRA/Retirement Benefits Planning

Retirement accounts can comprise a significant portion of an individual’s wealth, while also presenting some of the greatest challenges. Though specific objectives vary from client to client, the implementation of a disciplined investment plan that minimizes risk while maximizing return is the ultimate goal of our investment team. Our investment professionals can design and administer a retirement plan that fits the needs of both your business and employees. We will oversee your plan, so you can focus on ensuring the success of your business. We will design and provide administrative support for a broad range of retirement plans, including 401(k) and profit sharing among others. Each situation is unique and we will present numerous options to fit your individual and business goals.

Financial & Estate Planning

Financial and estate planning often require expert guidance as you identify and prioritize financial needs as each stage of your life evolves. We will assist in analyzing your business and personal circumstances, assess goals and objectives, prepare for cash-flow needs and asset protection and review insurance policies after which we will tailor a strategy that will help you achieve your objectives. Your investment professional will coordinate with you to ensure that even the most complex and unexpected issues are addressed in your financial and estate plans.

Investment products are: Not a Deposit — Not FDIC Insured — May Lose Value — Not Bank Guaranteed — Not Insured by any Federal Government Agency — Subject to Risk