When you own or manage a business, one of your greatest responsibilities and challenges is to provide a secure future for your employees and family. An experienced Irwin Bank trust manager can assess your needs and develop a comprehensive plan that will ensure a sound financial strategy for meeting your objectives.
As your personal trust managers, we have both the financial and technical skills necessary to offer you a full-service program. Experience, advanced financial modeling and analysis software, and relationships with some of the most experienced professionals in the financial field, give us the tools to be trusted financial partners for you and your clients.. We can develop and implement a comprehensive program designed for your particular situation, then closely monitor and manage its performance.
Irwin Bank's employee benefit services can help you develop retirement planning vehicles for your company or organization.
Options include:
Irwin Bank & Trust is dedicated to providing all the products and services you need to manage your money effectively. Through a partnership with UVEST Investment Services, we can provide you with access to a full range of brokerage services, including financial analysis, retirement planning, asset allocation, professional money management, stocks, bonds, mutual funds, annuities and more.
For more information, simply stop by any of our branch offices, and ask any bank employee to arrange a free, no-obligation appointment with our UVEST Investment Consultant. Or call direct to (724) 978-2751.
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