By: Jeremy Skoglund, VP Trust Officer
My brother owns a construction company and, luckily for me, helps out with some projects here or there. He’s helped fix a broken garage door spring and shingle a roof, among many other projects. I’ve even hired (and paid) him for a couple of bigger projects. I probably walk that fine line between paying for his services and taking advantage of a helpful brother. He still brings the family over, so I must be on the right side of that line.
When it comes to providing services, we are similar to a family member for you. We don’t charge you anything if you need to call and ask for advice. Unlike my brother, we probably won’t answer if you call at midnight. If you want to come in and talk through your options, whether it’s to have us manage a Trust or help with investments, we’d be happy to discuss at no charge to you. Like my brother, we do have a business. If you decide to utilize our services, there will likely be a slight cost. That cost, of course, will be dependent on many things, such as the type of account, whether you want to direct investments yourself or have us manage the account.
As a fiduciary, we will look out for your best interest, and what you pay for fees is one of those things we will help you with. If you’re interested in finding out how we can help, just think of us as that brother who’s willing to help and give us a call at 701.857.7150.