Retirement Planning Services

	PERSONALIZED SERVICES THAT HELP DRIVE YOUR INVESTMENTS



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PERSONALIZED
RETIREMENT PLANNING SERVICES

You will not become just an account holder with Trust Administrative Services (TRUST). We have an entire Retirement Planning Services account team dedicated to helping you understand the in’s and out’s of the extensive investment options available. They are an excellent resource for technical information on retirement planning services, rules and regulations.

We allow clients the freedom-of-choice and extensive retirement planning services to help select diversified investments for their account. These retirement planning services include, but are not limited to:

•	Investment Real Estate
•	Trust Deeds and Mortgages
•	Private Placement Limited Partnerships
•	Privately Held Stocks and Bonds
•	Tax Certificates
•	Certificate of Deposits
•	Mutual Funds
•	Insurance Products
•	U.S. Treasury Instruments
•	Stocks & Bonds

Click here for more details about our retirement planning services and self directed IRA retirement accounts.

TRUST is a leading personal management provider of self-directed IRA retirement accounts, retirement planning services and custody accounts.
Access the largest diversification options for your investments with our retirement planning services.
©2007 Trust Administrative Services. Trust Administrative Services is a division of First Regional Bank, Member FDIC.
TRUST does not sell investments nor provide investment advice, and all transactions are at the direction of the accountholder and/or
their designated financial representative. Investment products are not FDIC insured, not guaranteed by the bank and may lose value.

Retirement Planning Services