financial goals is the first step in securing your financial security.
JBT’s Investment & Trust Services Division will deliver the highest
level of investment advice, focused personal attention, and commitment –
customized to help you reach your investment goals safely and wisely.
Our investment officers pay close personal attention to your situation and
monitor the markets to keep your portfolio properly structured to help you meet
your investment goals. For a free consultation to discuss your personal
investment goals, contact us.
Our full range of trust programs help minimize tax liabilities, conserve your
estate, and give you and your loved ones true peace-of-mind. To learn more
about our trust options and make an appointment for a free consultation,
More than that, we offer unparalleled investment services. Our Infinex financial advisor is registered with the Financial Industry Regulatory Authority (FINRA).
With JBT, you’ll have access to virtually every investment opportunity in
any financial market. Options include:
Tax-free and taxable bonds
U.S. Government and Federal Agency Securities
Fixed, indexed, and variable annuities
College, retirement, and estate planning
At JBT, our Infinex investment specialist can help you plan for retirement with SEP Plans, and a full range of IRA Plans – Traditional, Roth, and Simple. And, we’ll handle rolling over your IRAs, to keep the process hassle-free.
Investment and insurance products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Infinex and JBT are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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At JBT, you can combine the management of your short-term assets with your long-term financial goals. With all your accounts under one roof, funds can be easily credited and debited to your checking and savings accounts with a single phone call.
Complex estates and increasing taxes have made the duties of executor quite
difficult if the executor lacks sufficient financial skills and experience. The
executor must perform the functions of accountant, bill collector, and tax
expert. With JBT as your executor, our Trust Officer provides personal,
efficient and cost-effective administration of your estate. More important, he
or she becomes a vital link with your family – available at any time to
answer questions and discuss the progress of estate administration.
If your will calls for long-term management of funds in trust, JBT can help
keep the principal safely and productively invested, pay income to named
beneficiaries, and minimize tax liabilities. Again, these services are provided
with an attention to efficiency and cost-effectiveness, as well as to the
concerns and needs of your family and heirs.
Living trustee services
As your trustee, we take possession of securities and manage them, as always
mindful of your personal investment goals. We also perform all the troublesome
paperwork associated with trust management. Income from the Living Trust is
paid to you or a designated beneficiary, with additional benefits of protection
in the event of disability, possible tax advantages, and the flexibility to
amend or terminate the trust to meet the changing needs of your family.
Estate planning services
JBT can provide a comprehensive Estate Planning review to make
certain your wills are up-to-date and that you understand all available
alternatives to reduce or eliminate excessive taxation and probate costs.
Asset protection services
In today’s changing economic environment, we can work with you to protect
your wealth. Our expert analysis can help you reduce income taxes, save money
toward retirement, eliminate debt, and finance educational expenses.
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