ITC Services

Summit Trust's Independent Trust Consultants

“ITC Services” is a comprehensive and holistic approach to protecting and enhancing the net worth of individual and business clients. It comprises a total view of the clients’ needs for Trusts, Financial Products, Insurance, Estate Planning, Retirement Planning, Employee Benefits and other related services, properly screened to represent the “Best of the Best” in each category.

Among these different categories are:

• Self Directed Individual Retirement Accounts
• Business Planning
• Retirement Plans, 401(k)s and Qualified Plans
• Complete Trust Services
• Advanced Philanthropic Planning Techniques
• Using a Holistic approach to their clients financial well being
• Goal setting and counseling for clients
• Leadership and confidence that clients will easily recognize

ITC Services are rendered by Independent Trust Consultants. These are professionals that are highly skilled in the analysis of client needs and in applying solutions that are “Best of the Best” in character and quality.