Define Your Legacy
Establishing and refining retirement goals, and creating a trust or will often require us to consider difficult questions. How will our lives change as we age? What will happen to our assets? Whom can we trust to fulfill our wishes?
Fortunately, the advisors at The Trust Company of Kansas have years of experience that they put to work so that your hard work continues to pay off for years to come. Be it planning for a comfortable retirement, gifting assets now or later, or establishing a trust and selecting a trustee, we can help you see the future from here.
Protect Your Assets
Do you know where your greatest financial risks are lurking? The number of hiding places might surprise you.
Before recommending wealth growth or management strategies, our advisors can conduct a thorough review of your existing portfolio in search of risky conditions, then discuss the threat levels with you, before making beneficial adjustments.
Grow Your Wealth
You’ve worked hard to earn your success, in every sense of the word. Our advisors can help you accomplish your goals while you continue to earn on your investments.
At The Trust Company of Kansas, we focus on carefully managing your assets for an optimum net annual return, as this is one of the best measurements of a wealth manager’s value.
We do not have commissioned sales people, and we do not time the markets or profit from buying or selling assets. Our fees are based on assets under management, so our incentives are aligned with yours.
Enjoy Your Successes
Making large purchases shouldn’t be a burden, and shouldn’t negatively affect your future, if you know how to plan for them. Talk to our advisors about how purchases of homes, cars, boats, art, etc. fit into your overall plan. Then allow us to help you manage these unique assets, so that you can focus on enjoying them.
Safeguard Your Legacy
The laws and activities surrounding the many important components of growing your wealth and leaving your legacy all require expert knowledge and continual education to stay abreast of nuances and changes.
Our certified trust and fiduciary advisors (CTFA) must pass a comprehensive examination and are required to adhere to continued education in the following specialized areas in order to maintain this certification: fiduciary and trust activities, financial planning, tax law and planning, investment management, and ethics. A CTFA understands the responsibilities associated with being a trusted fiduciary.
Our Account Officers have your best interests in mind, so speak with him/her about the services you might require to ensure that your wealth is secure. For example, did you know that an attorney is needed to draft the documents pertaining to your estate planning? Or, that having your fiduciary and personal tax returns prepared by a Certified Public Accountant can ensure an independent review of your income and expenses? But before you shop attorneys or accountants, speak with us. We can answer many of your questions at no additional charge, as well as recommend professionals who specialize in the services you need.
Command Your Future
The advisors at The Trust Company of Kansas can help you analyze major life events, tough decisions and unique assets—dealings you don’t necessarily think about every day, but we do on a regular basis. We’re here to help you command your future, so that you can stay focused on your priorities.
Business Succession Planning
Develop plans based on your unique goals, business structure, successors and resources
Review executor/trustee designations and recommend adjustments if needed
Gifting To Descendants
Review gift plans and suggest opportunities and strategies to move wealth between generations while minimizing transfer costs
Analyze existing coverage to identify inadequacies
Review the terms, creditors, collateral, etc. for all debt and assess how they affect your short- and long-term plans
Review how assets are currently titled and recommend adjustments if needed
Manage and provide advice regarding less common assets, such as annuities, art, closely-held stock, jewelry, life insurance, oil and gas holdings, real estate, vehicles, etc.