Have your recently sold a business? Changed jobs? Or are you simply looking to consolidate your retirement assets? When a life-changing event triggers a need for an IRA rollover, Genesee Valley Trust Company can help you incorporate it into a total, multi-generational wealth plan.
Using the same proprietary process we use to approach investment management, we meet with you to gather information about your situation and help you determine your goals and objectives. Then we create a personalized strategy to incorporate your IRA rollover into your overall wealth plan:
- Financial Planning for your future
- Estate Planning for your family's future
You benefit from our full-service capabilities.
Genesee Valley Trust Company is a full-service IRA Trustee, prepared to help you:
- Coordinate your rollover with other funds
- Make payout calculations
- Set up beneficiary elections
- Help plan a fund distribution program
- Create an efficient, effective tax plan
- Counsel your heirs on tax ramifications
We'll work closely with you to meet your financial goals -- with the same attention to detail and personal service that our clients have come to expect from us.