Business Services
From the Investment Management Professionals

Business Services
 

At Independence Trust Company, we understand that business owners have unique challenges in running a successful business. Independence Trust Company has put together a very comprehensive list of financial products and services for the business owner. We make it easy to find information on a variety of concepts in one convenient location. Independence Trust Company is dedicated to educating our business clients on a variety of important financial topics and concepts including:

Retirement Planning
  • Traditional IRAs
  • Roth IRAs
  • Simplified Employee Pension
  • Simple Plans
  • 401ks
  • Deferred Compensation Plans
  • Defined Benefit Plans
Employee Benefits
  • Health Insurance
  • Group Life Insurance
  • Group Disability Insurance
  • Group Long Term Care Insurance
  • Group 529 College Savings Plan
Estate Planning
  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Power of Attorney
  • Durable Power of Attorney for Healthcare
  • Living Will
Business Continuation Services
  • Key Man Insurance
  • Buy/Sell Agreements
Investment Management services are offered through Fidelity Institutional Brokerage Group.

Securities are offered through Infinex Investments, Inc. - Member FINRA/SIPC.

Fixed Insurance is offered through Consolidated Life Producers.

Services, securities and insurance offered through Independence Trust Company and Fidelity Institutional Brokerage Group, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured and are not deposits or obligations of, and are not guaranteed by any bank. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.

Independence Trust Company Privacy Policy
 
Independence Trust Company is a
Franklin Savings Bank Company

Main Office: 387 Central Street Franklin, New Hampshire 03235
Phone: (603) 934-4445
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