Preserving and accumulating wealth requires more than wise investing, it involves careful planning--both for the near term and for generations to come.
Security Federal Trust, Inc. offers expert administrative, investment, and record-keeping services that can enhance and preserve your resources while ensuring that your wealth is managed and distributed as you intend.
Who benefits from Trust Services?
• Anyone interested in preserving and managing wealth through customized investment management
• Individuals who want to preserve, protect and/or administer assets for future generations
• Those seeking to minimize tax liabilities
• Individuals charged with managing benefits/assets for elder individuals
• Individuals wishing to avoid delay and publicity of probate
• Individuals seeking financial freedom from collecting income, buying and selling securities, payment of bills
• Non-profit organizations or businesses seeking to manage assets
Security Federal Trust, Inc. offers services in many areas, including:
• Investment Management Services
• Charitable Remainder Trusts
• Conservatorships
• Eldercare Financial Management (including investments, bill-paying and day to day financial transactions)
• Estates and Probate
• Financial Planning
• Irrevocable Trusts
• Revocable Trusts
• Trusts Under Will
• Special Needs Trust
For more information about our Trust Services, call 803.641.3000 or toll free 866.851.3000. You may also contact us by email at bank@securityfederalbank.com
Trust services are offered through Security Federal Trust, Inc. a wholly owned subsidiary of Security Federal Bank, a subsidiary of Security Federal Corporation. Security Federal Trust, Inc. is authorized by the Office of Thrift Supervision
to provide trust, investment and asset management services. Please consult your tax or legal advisors before taking any action that may have tax consequences.
• Not FDIC Insured •Not a Deposit • May Go Down in Value • Not Bank Guaranteed
• Not Insured by Any Federal Government Agency
