Wealth Management

Trust Services

Pacesetter Bank proudly offers a full array of trust services. Our experienced staff works diligently to make sure your goals and objectives are met through an account perfectly matched to your needs.

Trust Administration - For many years now, families in east central Indiana have entrusted Pacesetter Bank with their hard-earned money. Our trust officers apply a personal, customized approach to helping you reach your long-term financial goals. Whether it is through a revocable living trust, a charitable trust, family or marital trust, or an irrevocable trust, our professionals are here to help design your comprehensive plan.

Retirement Plan Services - Whether it is serving as trustee of your company’s 401k, pension or profit sharing plan, administering your SIMPLE plan, or providing individual IRA options, we look for strategies that will make your retirement as safe, sound and secure as possible.

Estate Planning & Administration - Making sure your assets pass to your chosen heirs is the top priority for each of our trust officers. In helping you plan your estate, our objective is to help you minimize the tax burden, maximize efficiency, and protect your family now and in the years ahead. When serving as a personal representative, we make sure directives stated in your will are fully carried out efficiently and effectively.

Professionally Managed Investment Accounts - Focused on your objectives, we bring a conservative, long-term approach to disciplined investment management. From assessing your situation and selecting the proper mix of investments, to performing ongoing review and monitoring of your portfolio, we emphasize risk management in this turbulent investment environment.