Why GreenWealth™?

• Personalized service - one client, one trust officer
• Investment options tailored to meet your specific needs
• Experienced and stable administrative staff
• Complete and secure access to your accounts via Internet account 
• Big Bank Expertise and Services, Community Bank Philosophy

GreenWealth™ offers the following services to help you obtain your financial goals and objectives:

Trust Services

At GreenWealth™ we are committed to bringing you the best in personal trust services and focusing on your needs is our highest priority. Your personal trust officer is available to provide information and assistance on any number of different financial and estate planning matters. Whether your financial needs are simple or complex, our professionals have the resources and experience to manage your finances and trust accounts.

Benefits of creating a Trust:

• Ensures that assets are professionally managed should you become incapacitated
• Minimizes estate and gift taxes
• Keeps your estate private and avoids probate when it passes to your heirs

GreenWealth™ will work with you to ensure you are completely satisfied with our services as well as the performance of your accounts. We will coordinate your personal trust needs and work with you and your legal and tax advisors to design and implement the right program for you whether it is an investment strategy, tax plan or any other trust service you require. We ensure that all record keeping for your account is timely, accurate and in accordance with the provisions of your trust.

Financial Planning Services

At GreenWealth™ we believe that the foundation of any wealth management program begins with a professionally constructed financial and estate plan which starts by exploring important issues with your financial planner such as:

• Where do you want to be financially in 10 or 20 years?
• What are your anticipated future spending needs?
• How much investment risk/tolerance are you willing to take?
• What are your personal financial goals and expectations?

Once you begin answering some of these questions, you are well on your way to developing a road map for your financial security and wealth preservation. At GreenWealth™ we will work with you in determining your needs and developing a plan that covers the areas that will affect you and your family financially.

Our Financial Planning services include:

• Financial plan development including tax, retirement, education, gifting and estate planning
• Complete insurance services to provide for risk management
• Trust services
• Asset management for investments
• Retirement plan services (business and individual)

Estate Planning Services

Through good planning and hard work, you may be fortunate enough to have accumulated more assets than you need to provide for retirement. However, lack of proper estate planning could cause taxes to consume over 50% of your estate. In addition to the tax consequences, proper disposition of your remaining assets is very important.

Estate Planning involves:

• Ensuring your assets end up where you intend
• Choosing the right entity to handle your investments, estate and trusts
• Maximizing gifting through discounts
• Moving assets out of your estate which could appreciate rapidly
• Maintaining control after gifting when needed
• Providing for special needs when required
• Reducing estate taxes as much as possible

5 Legal Documents Everyone Must Have:

1. Last Will and Testament -- If you die without a Will, your state of residency determines how your property will be distributed
2. Living Will -- In case of incapacity, allows your wishes to be known and carried out.
3. Power of Attorney -- Allows designated individual to handle your personal finances on your behalf when or if you are unable to do so.
4. Medical Power of Attorney -- In case of incapacity, allows designated individual to make medical decisions on your behalf when you are unable to do so.
5. Revocable Trust Agreement -- Allows assets to pass outside of probate and offers privacy. Also, avoids ancillary probate for real property owned and located in non-resident state.

For more information on the services offered by GreenWealth™ please call 1-877-307-6019.