RINGLER TRUST SOLUTIONS™ TRUST SOLUTIONS TO FIT EVERYONE’S NEEDS
The concept of a trust fund often carries a certain mystique to it, but it need not be complicated and unattainable. People often create trusts to help them manage their assets and to protect those assets for the future. Regardless of your level of wealth, estate planning and asset management can be a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of a legacy for your loved ones. ESTABLISHING A TRUST
ESTABLISHING A TRUST:
HOW RINGLER TRUST SOLUTIONS™ WORK
Establish the reason and your goals for the Trust. Determine the Trustee and/or Trust Company. Make decisions about how you want your assets held, invested and distributed.
Using our network of over 30 nationally and state-chartered trust companies, your Ringler consultant will work with you to thoroughly vet local Trustees who are ready to serve you. We provide access to unbundled, transparent and competitive administrative and investment advisory pricing to save you money over time. Some of the companies that work with Ringler are: Advisory Trust Company of Delaware Alaska Trust Company Alliance Trust Company Capital First Trust Cambridge Trust Company Coral Gables Trust Company CPT Pooled Trust Cumberland Trust Dunham Trust Evolve Bank and Trust Franklin Templeton Bank and Trust Guardian Trust Company Independent Trust Co of America New York Bank and Trust Premier Trust Principal Trust Company South Dakota Trust Company Zia Trust
Fund the Trust!
For more information, contact your Ringler Consultant:
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