Business Consulting

 

John T. Strohecker, CTFA

Investment planning will utilize existing professionals or selected Registered Investment Advisors (RIA) or Certified Financial Planners (CFP). 

  • Administer & Manage Trust and Conservatorship Accounts
  • Serve as Personal Representative for estate administration
  • Establish, Execute & Monitor Investment Objectives for the account and assets
  • Conduct sale of assets
  • Coordinate tax return preparation
  • Maintain physical and electronic records
  • Annual or more frequent reports to qualified beneficiaries and professionals supplementing independent investment account statements

OUR SERVICES

Utilizing the Trust Agreement, grantors intent, and state statutes we will guide and provide support to beneficiaries named within the governing document.

John Strohecker will meet personally with all parties to develop a strategy for correctly administering the Trust focusing on framing our decisions based upon the Grantor's intent

INVESTMENT PLANNING

FIDUCIARY account ADMINISTRATION

ASSESSMENT