Orrstown Financial Advisors Fiduciary Services
WHAT WE OFFER
Our clients benefit from our broad knowledge of the financial solutions available to them. These solutions, when combined with our expertise, allow us to offer the professional, personalized guidance needed for the financial road ahead.
We work with you to develop a comprehensive financial plan that will address all of your investment objectives, from general investment strategies that maximize your budget and cash flow requirements to detailed approaches that address educational and retirement needs and estate structuring.
When you choose to partner with Orrstown Financial Advisors, we draw upon our knowledgeable, experienced research and analysis sources to manage your investments. Our technology enables us to continuously monitor your portfolio to ensure that your holdings are aligned with your overall portfolio strategy.
401k Rollovers and IRAs
Whether you’re changing jobs or settling in to retirement, we can assist you in rolling over your 401k distribution into an Individual Retirement Account (IRA) and tailor an investment plan designed to help you achieve your retirement goals.
We provide a wide array of trust accounts, including special needs, qualified domestic, qualified terminable interest, revocable living, charitable income, and charitable remainder trusts. When you establish a trust relationship with us, we work closely with your attorney to carry out the provisions of your trust documents.
Estate Planning and Settlement
Administration of an estate requires a distinct set of specialized skills. As your executor, our highly-trained experts maintain an unbiased position in carrying out the provisions in your will, and we safeguard your assets so that they are distributed based on your wishes.
Institutional and Non-Profit Investment Management
We work with a broad range of institutional and non-profit clients to help develop their investment policies and design investment strategies that will meet the spending requirements of the organization.