Security Trust and Investments(Opens in a new Window) is a Chartered Trust Company that is affiliated with Security Bank of Kansas City. As a full service Wealth Management institution, we offer the following services:
Personal Trust Services
We can serve as a trustee or successor trustee and relieve the huge burden, legal or otherwise, that often challenges family members and friends who might be asked to serve.
We can assist in the professional management of investment assets for personal investment accounts, IRA accounts and for company or profit sharing plans. Our clients, just like most people, are trying to safely provide income and some growth from their money. Let us help you find a better way. .
Retirement Plan or IRA Trust Services
Profit Sharing / IRA: We can assist in making a retirement plan a real benefit and a reality, for you and your employees..
Based on your individual needs and concerns we will guide you through our comprehensive financial planning process, which includes:
Life and financial goal planning
Cash flow and retirement planning
Implementation and ongoing review
Social Security Optimization
Everyone should try to maximize the amount of social security benefits they receive in their lifetime. Our financial planner can help you plan for this with a computerized ?Social Security Optimization? analysis.