ACCOUNT ACCESS

Administration

Our services for your retirement years go beyond just the administration and investment management of your wealth. We view our role with you as a partner to assist in the realization of the lifestyle that you envisioned during your working years. Your retirement is meant to be worry-free and Family Heritage Trust's integrated wealth administration and investment management services are intended to help you set goals, plan your asset and liability structure, and determine the investment cash flow that you will need to "live your dream." Whether you are currently working or are already retired, our dedicated team will assist you in:

  • Management of IRA assets and rollovers from existing retirement plans.
  • Administration and investment management of non-retirement plan assets including liquid financial assets, trusts, real estate, or other tangible property.
  • Development, implementation, and ongoing monitoring of a realistic long-term investment plan and a strategy to establish a financially secure withdrawal plan for your living expenditures so that you do not outlive your money.
  • Consolidation of your multiple investment accounts into a secure single relationship in order to simplify monitoring and understanding the overall status of your finances.
  • Bill-paying, collection of retirement benefits, budget assistance, and document retention are other services that are provided to simplify your life.

Understanding and managing the financial implications of retirement is one of the most complex financial challenges you may ever have. By listening to your retirement goals we believe that Family Heritage Trust is a critical resource to ensure that the integrated wealth management that is required at your retirement is efficiently delivered by professionals with proven fiduciary experience.