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Our clients
are able to benefit from a comprehensive array of financial services.
These services are customized to each client's individual requirements.
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We
offer financial and estate planning services as an integral
part of each client's relationship with us. These services
are tailored to the needs of each client. Clients' needs range
from comprehensive financial and estate planning to planning
for one specific need alone, such as college, disability or
long term care. |
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Financial
Planning
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- Cash
Flow Analysis
- Asset
Allocation Analysis
- Retirement
Analysis
- Education
Analysis
- Disability
Analysis
- Survivor
Analysis
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| Estate
Planning |
- Family
Considerations
- Trusts
- Retirement
Plans
- Gifting
- Generation
Skipping
- Family-Owned
Businesses
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- Portfolio
Design and Construction
- Equity
Portfolio Management
- Bond
Portfolio Management
- Cash
Management
- On-line
Access to Accounts
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- Living
(Intervivos) Trusts
- Testamentary
Trusts
- Life
Insurance (Crummey) Trusts
- Charitable
Trusts
- Minors
Trusts
- On-line
Access to Accounts
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- A
full range of consumer and business deposit accounts and
other services including Internet banking.
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- A
comprehensive array of mortgage, consumer and commercial
loans are available subject to credit approval.
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- We
assist our clients in identifying income tax, capital
gains and estate tax issues to be addressed by their accountant
and tax attorney. All clients receive a year-end tax statement,
detailing all tax related activity in their investment
management and trust accounts with us.
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- We
assist our clients in identifying estate planning and
other legal issues to be addressed by their attorney.
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- We
assist our clients in identifying insurance needs to be
addressed by their insurance agent.
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- For
clients requiring assistance with real estate management,
art or antique valuation, international financial arrangements
or other matters, we utilize the services of experienced
specialists in these areas.
Click
here to have a Southside Representative contact you.
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about
you | about
us | online
account access | our
investment process | comprehensive
financial services |
| interactive
investor profile tool | resource
library | our
commitment to our clients | home
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We
want you to know that investment products provided by Southside
Trust & Investment Services:
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Are
Not FDIC Insured
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May
Lose Value
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Are
Not Bank Guaranteed
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