Personal financial planning isn’t just about managing your income and expenses. We take the full picture into account — from investments and real estate to retirement accounts, insurance and more.
Every person and every family is different. We take the time to get to know you, help you define long-term goals, and then create a plan that will support your objectives.
BUILDING A FOUNDATION
At Colonial Trust, we consider financial planning to be the cornerstone to developing appropriate investment goals. This, in turn, drives our client-centered asset allocation and investment management processes.