|
A) |
Cash balances are fully
invested in high-yielding
Money Market Funds. |
|
B) |
All stock trades are
transacted for a flat $.07
per share plus $7.00 process
fee. |
|
C) |
Access to favorable yields
on Municipal,
Corporate, and Government
Agency bonds. |
|
D) |
Periodic statements that
include current market value
of all investments. |
|
E) |
Ability to transfer cash to
your First Citizens Bank
checking account with just a
telephone call. |
|
F) |
Comprehensive year-end
reports to assist client in
tax preparation and
investment performance
analysis. |
Because there are so many options, you
need experienced professionals who can
guide you to the most efficient
choices. First Citizens Bank can help
you establish a plan that fits your
family and/or business situation now,
then revise it as circumstances change.
Protect your future and the future of
your family and business with good
planning.
-
Revocable
Living Trust
-
Estate Administration
-
Full Service Investment Management
-
Full Service IRA’s
-
Self-Directed Accounts
-
Self-Directed IRA’s
-
Self Employed Profit Sharing Retirement
Plan
-
Self-Employed Simplified Employee
Pension
|
Contact us today for more information.