Today's needs, tomorrow's goals. An individual, a family. Home, business. Education, retirement...And a world of financial possibilities and products more varied than ever before. Palmetto Trust is the one-stop place to examine all of this, chart the course you need, and rely on a personal, expert captain to navigate it.
We serve you with:
- Assessment of your current situation and goals
- A full financial plan, monitored and revised as needed throughout a lifetime, which may include:
- Investments, estate planning, wills and trusts
- Executor or co-executor services
- Education financing
- Retirement planning
- Teamwork with attorneys, CPAs and insurance professionals
- One monthly statement to monitor your assets and holdings
Palmetto Trust is proud to be our community's only fully integrated source for financial services. We are here to consult and advise, whether your assets are modest or considerable. For your secure future, Palmetto Trust provides complete, one-stop financial assistance, no matter what your needs.