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Security Bank of Kansas City
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Personal Trusts

Personal Trusts

Security Trust and Investments is a Chartered Trust Company that is affiliated with Security Bank of Kansas City. 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. To view our website, click here.
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. To view our website, click here.
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. To view our website, click here.

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
To view our website, click here.
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. To view our website, click here.






 
 
 
 
 
 
 
 



















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