| FORUM 1st provides complete trust, estate planning, and investment management services in partnership with MEMBERS Trust Company, FSB. Advisors offer unbiased financial advice and well coordinated planning that is tailored to meet the unique needs of each client.
Steps in the planning process include:
- Review of client’s current plans and circumstances
- Identification of goals and issues
- Development of investment policy statement to guide asset management strategy
- Portfolio construction
- Comprehensive wealth management inventory and review
- Regular monitoring and review of plans and results
Services include:
- Attorney referrals for will preparation, including living wills, health care representative designations, and living trusts
- Fiduciary asset management of retirement and legacy investments
- Guardianship and conservatorship services
- Charitable gifting strategies
- Estate planning and administration
Trust services provided by MEMBERS Trust Company. Important Note: Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. |