Our Approach to Investing
Your Vision, Our Experience
When you’re making important financial decisions you want sound, objective advice from someone who knows you. Suncoast Trust & Investment Services’ advisors will help you decide how to invest and manage assets that work to achieve your financial goals – and because our advisors are credit union employees, you’ll receive the same outstanding level of service and personal attention that you’ve come to expect.
We offer a wide range of solutions to help you reach your financial goals.
- Income planning
- Retirement plan rollovers
- Florida Retirement System DROP
- Retirement accounts for school employees
- Individual retirement accounts
- Business retirement accounts
- Comprehensive financial planning
- Trust & fiduciary services
- Wealth protection and transfer
- Business succession
- Tax planning
- Asset management
- Brokerage services
- Retirement plans
- Tax-advantage investing
- Stocks, bonds and mutual funds
- Long-term care
Achieving Your Financial Goals
- Protect your assets and income
- Accumulate assets for the future
- Save and invest for retirement
- Save and invest for education
- Manage wealth
- Create a retirement income
- Plan your legacy
Benefits of Having a Plan
- Coordinate long-term goals with short-term needs
- Manage risk among all of your accounts
- Take advantage of tax-favored opportunities*
- Avoid missteps
- Make adjustments to keep you on track
- Peace of mind, knowing the details are covered
Working together, we’ll create a roadmap for achieving your goals based on our process
What You Can Expect from Us
We believe it’s our duty to provide you with personal, attentive and focused attention.
And remember, your advisor is a registered, licensed and experienced financial planning professional, who receives in-depth, ongoing training on investments, insurance, financial and retirement planning.
We use state-of-the-art technology to develop your plan, analyze opportunities and evaluate results so you can be confident that you’re getting the best financial advice and service available from our local advisors. We’ll treat you as an individual and be your partner in helping you achieve your long-term financial goals.