Trust Services - Our Exclusive Provider Premier Trust
Proactive planning for a solid future
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Tricia Carter Wood
Wealth Advisor & Founder
Adam Carter
Client Services
Karin
Director of Operations, Client Services
Arami Hutchins
Operations Manager, Client Services
Kadie Carter
Director of First Impressions, Operations
Renee Knesek
Director of Operations