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From investments and trusts to financial consulting, we have you covered.

Consolidating your financial needs under one roof makes life simpler. Alpine Trust & Investment Group brings the resources of our entire organization to you, fulfilling all your needs in one place. All of the services we provide help you make the most of your money and provide peace of mind that you are on the right track to meet your financial goals.

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Financial Consulting

  • Retirement Projections
  • Comprehensive Financial Planning
  • Social Security claiming strategies & retirement income planning
  • Work with your other advisors to implement solutions

 

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Investment Management

  • Assess needs, risk tolerance, goals
  • Offer custom investment solution
  • Passive and active management philosophy
  • Tactical strategies to minimize risk & capture opportunities
  • Regular review to ensure you're on track with your goals

 

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Trust Services

  • Bill paying
  • Settlement of estate
  • Guardian of estate for minor or disabled adult
  • Administer trust per terms of your document
  • Multigenerational guidance & education

 

Retirement Plan Services

Retirement Plan Services

  • Design consulting & trustee services
  • Record-keeping & administration
  • Strong online support for employees
  • Investment selection & monitoring
  • Advisor meetings with each participant
  • Alpine Bank Employee Advantage Program for all participants

 

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Insurance

  • Review existing coverage
  • Offer insurance solutions
  • Business planning & succession coverage
  • Irrevocable Life Insurance Trusts

 

Contact Alpine Trust & Investment Group today at 815-231-2710 to learn more about our financial solutions and how we can help you achieve your financial goals.