Planning and Investing

Frequent, meaningful communication and personalized advice are key to designing your ideal financial plan. We collaborate with you to design a solution that meets your needs. Our technological tools help us execute your plan and ensure you stay well-informed about what is required to meet your goals and confident that you'll be able to.

Our steps for a healthy portfolio:

  • A goals-based approach
  • Consistent communication
  • Tax-efficient investing
  • Dedicated team of experts

Wealth Transfer and Protection

Our complete range of trust transfer and protection services ensure your legacy is carried out

  • Trust administration
  • Tax-efficient transfers
  • Conservatorship asset administration
  • Estate settlement
  • Wealth transfer planning

Seamless Banking

Working with INTRUST, you'll have access to a suite of enhanced banking products, including premier checking accounts and choice credit cards.