Trust & Investments

Trusts

Protecting your family’s future begins with protecting your assets. We offer a variety of Personal Trust Services designed for families and individuals of all ages. Instead of waiting until retirement, we invite you to think holistically about your portfolio and learn what type of trust is right for you.

Depending on the type of trust agreement you establish with us, we can pay bills on your behalf. Given the sensitive nature of managing and executing trust agreements, we frequently become acquainted with family issues. We can help to preserve family harmony and ensure that the wishes of the trustee are carried out.

Farm Management

When you choose us for Farm Management Services, you are choosing to work with the most experienced and knowledgeable land managers in Kansas. Our affiliation with 1st Wealth Management gives you access to the sixth largest Farm Management group in the country, and the largest in Kansas,  managing over 230,000 acres in 73 of 105 Kansas counties, and in Oklahoma, Colorado, Nebraska and Texas, with a total of 1,030 farm operators.

Our service provides you with managers of the land, not land brokers. The distinction is important. Our role is to be part of a team, creating crop plans and making suggestions to you. It’s true — we love the land, and our primary goal is to be the best stewards of the land as possible.

Investments

Through our Investment Services we provide comprehensive portfolio management.  You are able to choose the level of involvement in your specific plan according to your comfort level.  Our client relationships vary in manageable assets from several thousand to millions of dollars. We also offer transaction-based services through a full service brokerage.

Our one focus is always your individual investment goals, and you can come to us expecting to receive the kind of advice that is based solely on what is right for your goals. We have no direct connection to any one particular investment group and we have no incentive to suggest any one investment option over another. This is what you pay us for – an honest opinion.

Retirement Plans

Through our Retirement Plan Services, we offer everything you need to deliver the right retirement plans for you and your employees.  We specialize in Employer Sponsored Plans, offering tax advantages and a variety of ways to invest for retirement, including:

We can do everything for your business. Many retirement plan service providers cannot or will not serve as a discretionary trustee. We will. We are a one-stop shop, with investment plans, in-house record keeping and employee education services all from one source. And because we “bundle” these services, you do not pay the extra fees associated with two or three different providers and the extra management costs that often result.

• 7a
• 504