The Glenview Trust Company – Estate Planning, financial planning, trust administration and highly diversified investment stategies

Bringing Your Plans Into Focus

The wealth management process begins with an understanding and evaluation of your current financial, retirement and estate plans, risk tolerances and special family circumstances. Our planning professionals, who are CPAs and attorneys, work closely with your other advisors to develop a comprehensive financial strategy.

This review analyzes the adequacy of your income and assets for meeting your stated lifestyle objectives. It looks at such things as 401(k)s, IRAs, savings levels, insurance, stock options, business interests and retirement plans. Your tax and estate planning concerns are also reviewed. Our Chartered Financial Analysts (CFAs) and investment professionals use the resulting comprehensive financial picture to develop a plan of investment actions for your future. We offer appropriate investment opportunities based on this plan and your risk tolerance. Then we continually look for ways to maximize these opportunities using effective investment and trust management strategies.

We believe so strongly in the value of this planning that we provide this service to clients without additional compensation. Our professionals have extensive expertise with retirement, IRA and charitable gifting, business succession planning, family limited partnerships, estate planning and tax strategies.