Estate & Financial Planning

In planning for your family’s financial future, you’ll face a lot of tough questions: 

  • Do I have enough money to retire?
  • How much can I draw from my savings without running out of assets?
  • Is my family protected from the burden of Estate Tax?

Genesee Valley Trust Company is the place to find the answers — accurate, unbiased information delivered to you with no hourly fee, no hidden agendas, and a clear view of the big picture.

We begin by getting to know you personally — gathering the information that allows us to construct the ideal financial strategy to meet your goals: 

  • Planning for retirement 
  • Meeting your need for cash flow 
  • Better allocating your assets

No matter what your individual financial profile, we have the experience to help you maximize your assets in any of the following areas: 

  • Real Estate
  • Financial 
  • Inheritance 
  • Insurance

We’re also an experienced estate planning partner, applying the same successful principles of investment management to secure your family’s future: 

  • Objective consultation helps you understand the process to minimize legal costs 
  • We seamlessly coordinate the movement of assets from one generation to another
  • We execute the plan as efficiently and inexpensively as possible, to achieve your goals and maximize the benefit to your family

We continually revisit your strategy to help you adapt to changes in financial markets — as well as the changes in your life.

 

Genesee Valley Trust Company is a local firm providing Trust and Estate, Investment Management and Retirement Services to individuals, businesses, and not-for-profits in the Rochester Area.