Trust Services

Wealth Management & Trust Services

The goal of FSB Wealth Management is to provide the highest quality Trust and Investment Management services to its customers. Receive customized solutions, personalized attention along with unprecedented customer service to meet your financial needs. Contact Jennifer Doran, Trust Officer or one of our other Wealth Management Professionals at (309) 662-0411 for additional information.

fsbwealthlogo

Our trust and retail brokerage employees have extensive knowledge and education in the areas of financial planning and investments. They will be able to analyze your personal financial situation and prepare a program designed to meet your financial goals and objectives. Our trust department offers numerous types of accounts and services associated with those accounts including Estate Planning, Personal Trusts & Investment Management Services.

  • Assistance in the development of an estate plan, investment and financial goals
  • Transfer of securities
  • Initial evaluation of trust instrument and determination of investment objectives
  • Design of portfolio and asset allocation
  • Custody and Safekeeping of assets
  • Collection of dividends, interest, rents and royalties
  • Complete bill paying services with automated ACH payments and deposits
  • Processing all capital changes, calls, tenders, exchanges, stock splits and stock dividends
  • Purchase and sale of securities at preferred institutional rates
  • Providing tax records for all activity and income
  • Providing periodic account statements including activity and asset review

Personal Retirement Accounts

  • Traditional IRA
  • Roth IRA
  • Conduit IRA
  • Education IRA

Employer Sponsored Retirement Plans

  • 401(k) Profit Sharing Plans
  • SEP Plans (Simple Employee Pensions)
  • Simple IRA Plans

Trust Account Login & Information

Please contact Jennifer Doran, Trust Officer, at (309) 662-0411 for an appointment to discuss how our services might benefit you and your family's financial future. She will be glad to visit with you with no further obligations.

Trust Login Trust FAQs Glossary of Investment Related Terms

NO BANK GUARANTEE l NOT A DEPOSIT I NOT FDIC INSURED l NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY I MAY LOSE VALUE.

;