Independent Financial Services for Your Financial Independence


Comprehensive Trust and Investment Services

KTC is chartered as an independent trust company and offers a complete array of investment and trust services. You can be confident in our expertise, our experience, and our integrity.

Retirement Plans
Profit-sharing plans
401(k) plans
Safe harbor plans
Simple plans
SEP/IRAs

Individual Accounts
Traditional IRAs
Roth IRAs
Rollover IRAs
Self-directed investment accounts
Managed investment accounts

Trusts and Estates
Trusts under will
Trusts under agreement
Crummey trusts
Charitable trusts
Trusts for minors
Estate administration/tax preparation

Additional Services
Education savings plans
Corporate asset management
Like-kind real estate exchanges
Nonprofit organization accounts
Conservator accounts


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