Three ways TS Prosperity Group has helped bank clients
September 18, 2017 | TS Prosperity Group
I used to think trust and estate planning were just for the extremely wealthy, but after working in the banking industry for the last ten years I have realized that it's important for everyone. I have seen the benefits of bank clients of having a trust in place and having an estate plan established.
Who exactly is TS Prosperity Group?
TS Prosperity Group is a division of TS Bank. Recently, TS Bank realigned its wealth management division to create TS Prosperity Group as a merger of our fiduciary services from the Trust division, which has been part of the banking group for 90 years, and the institutional investment management expertise that has been developed in-house over the last 10 years. The group focuses on creating multigenerational prosperity through prosperity planning and investment management.
Unexpected life events
When a loved one passes, especially suddenly, lives change in an instant. Entire futures change in an instant. When a family member passes and an estate plan has not been completed, it can leave loved ones feeling overwhelmed and confused. I have seen first-hand how the TS Prosperity Group has helped our clients and my own family through these difficult times.
Corporate fiduciary
Choosing an executor of an estate can be a sensitive task. It can be troublesome for family members to make sense of the selection process. Choosing an unbiased group such as TS Prosperity Group can take the emotion out of that decision. It can help ensure that all of your wishes are carried out with intention and without family members agonizing over the decisions. Working with clients and seeing their relief after having their affairs handled independently has made me re-think my future plans and encourage my family members to do the same.
Investment risk management
In addition to the trust services they provide, investment risk management is another facet to the TS Prosperity Group.
When clients tell me they are happy they chose TS Prosperity Group to handle their fiduciary and investments needs, I’m at ease referring my friends, family and new clients! Referring to the competent and friendly
team at TS Prosperity Group is a pleasure.
At TS Prosperity Group, we IGNITE PROSPERITY® by helping our clients do more with their money. Whether it’s saving a little extra cash each month or accomplishing a long-term strategy, our goal is to help you transform your financial life. Call and schedule an appointment today, one of our team members would love to help you do more with your money at TS Prosperity Group. TS Prosperity Group is based in Council Bluffs, Iowa, with clients across the midwest. For more information visit tsprosperitygroup.com or call 844-487-3115. #igniteprosperity