The TS Prosperity Group has been providing corporate fiduciary services since 1923. Our team is able to assist you and your family with fiduciary services that include trustee powers, estate administration, conservatorships, bill paying, and more.
We provide families valuable services in their greatest time of need.
As a corporate fiduciary, we act in your family’s best interest. This includes professional portfolio managers that work to design a comprehensive allocation strategy tailored to your needs and Fiduciary Officers that work with your family’s tax professionals and legal counsel to create a prosperity plan tailor made for your unique life situation.
Our Fiduciary Services Include:
- Investment Agency Services
- IRA Services
- Trustee Services
- Conservatorship Services
- Executor Services
- 1031 Exchange Services
- Charitable Gift Planning
- Estate Planning
Our team is here to help, assuring that you and your family are well prepared for all stages: generation of wealth, retirement, incapacity, or death. We are your valued partner in navigating all of life’s major events.
There are many strategies and investment alternatives when it comes to planning for your retirement. We can assist with devising a comprehensive retirement solution. Understanding your individual objectives and personal situation is essential in order to recommend the appropriate approach to meet your retirement goals.
At TS Prosperity Group, our professionals can review your investment portfolio, analyze your income replacement needs during retirement, determine the best distribution strategies, and provide you with a comprehensive retirement solution that fits your unique situation.
Estate planning is the process of managing affairs during your life to assure you that financial and family complications are minimized, while also preparing your assets for events after your death. If done correctly, your prosperity is structured so that your assets will be used to benefit the people that you choose and for the amounts that you specify, whether in life or after.
When it comes to estate planning, we recognize that you have unique needs and individual requirements.
Our prosperity planning and fiduciary trust professionals work to coordinate all the financial professionals that help create a great prosperity plan. we work directly with your tax advisor, attorney, insurance agent and banker to help create and implement the appropriate risk-based financial plan for you and your family. This helps our clients sleep better knowing their prosperity is protected and will be there for the next generation.