OUR Services

We provide assistance in the following areas:

Investments

  • Bonds
  • CDs
  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Common Stock
  • Government Securities
  • Fixed Annuities
  • Variable Annuities
  • Coverdell Education Savings Account
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchase Plans
  • Profit Sharing Plans


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Trusts

The Private Trust Company

Whether you’re seeking help planning your own legacy, or assistance in carrying out the wishes of a loved one, The Private Trust Company, N.A. can help simplify the complexities associated with legacy planning and wealth management. The unique model enables you to continue to partner with your preferred advisors as they help you pursue your important investment and estate planning goals.


The Private Trust Company N.A. is an affiliate of LPL Financial.