At Investment Trust Company our counseling services concentrate on the human element of the relationship in helping develop an appropriate long-term plan for our clients. A team of seasoned investment and administrative professionals meet face-to-face with each client to evaluate his or her personal financial circumstances and help determine appropriate financial strategies.

We work closely with our client's attorney, accountant, insurance provider and other planners to ensure the implementation of an overall investment plan that corresponds to the client's tax and estate issues. Areas of financial counseling include:

• Retirement Planning
• Wealth Transfer Strategies
• Income Projections
• Capital Needs Analysis
• Charitable Gift Planning