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.

Our Services

We offer a wide range of solutions to help you reach your financial goals.

Retirement

  • Income planning
  • Retirement plan rollovers
  • Florida Retirement System DROP
  • Retirement accounts for school employees
  • Individual retirement accounts
  • Business retirement accounts

Wealth Management

  • Comprehensive financial planning
  • Trust & fiduciary services
  • Wealth protection and transfer
  • Business succession
  • Tax planning

Investment

  • Asset management
  • Brokerage services
  • Retirement plans
  • Tax-advantage investing
  • Stocks, bonds and mutual funds
  • Annuities
  • CDs

Insurance

  • Life
  • Long-term care
  • Disability

  • Our approach to investment services

    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

    Our Approach
    • 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.