Trust and Retirement Planning

Valley View Financial Group Trust is a state chartered Trust Company that is affiliated with the Valley View Financial Banking Group, which includes Security Bank of Kansas City, The Mission Bank, Valley View Bank, First Bank of Missouri, Industrial State Bank, Citizens State Bank of Paola and Bank of Lee’s Summit.

As a full Service Wealth Management Institution, we offer the following services:

Personal Trust Services: We can serve as a trustee or successor trustee and relieve the huge burden, legal or otherwise, that often challenges family members and friends who might be asked to serve.

Investment Management: We can assist in the professional management of investment assets for personal investment accounts, IRA accounts and for company 401(k) or profit sharing plans.  Our clients, just like most people, are trying to safely provide income and some growth from their money.  Let us help you find a better way.

Retirement Plan or IRA Trust Services - Profit Sharing / IRA: We can assist in making a retirement plan a real benefit and a reality, for you and your employees.

Financial Planning: Based on your individual needs and concerns we will guide you through our comprehensive financial planning process, which includes:

  • Life and financial goal planning
  • Asset allocation
  • Cash flow and retirement planning
  • Education planning
  • Estate Planning
  • Tax Guidance
  • Implementation and ongoing review

Social Security Optimization: Everyone should try to maximize the amount of social security benefits they receive in their lifetime.  Our financial planner can help you plan for this with a computerized “Social Security Optimization” analysis.

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