United Community Bank has partnered with American Trust Center to help obtain your vision for the future. Offering industry expertise, professionalism and understanding, the ATC team will help you reach your financial goals through retirement and estate planning, investment management and trust administration.
Retirement Planning
It is never too early or too late to start planning for your retirement. So tell us where you are today. We’ll help you get to the right retirement tomorrow.
We offer:
- Traditional 401(k), Roth, 401(k), or Safe Harbor 401(k)
- Profit Sharing
- Pension/Cash Balance
- 403(b) or 457
- Executive Compensation
- Individual Retirement Accounts (IRAs)
Investment Management
The ATC team offers varied levels of service based on how much control and input you would prefer to have when making investment decisions.
We can provides support for you in a variety of ways, including:
- Leave the decision making to you while we take care of the necessary administrative duties.
- Assume the role as advisor and provide you with recommendations based on your financial goals, time and comfort level.
- Completely manage your investment portfolio on your behalf.
Personal Trust Administration
Your long-term financial goals may require a more strategic approach than what investment management alone can provide.
We service a variety of trusts, including:
- Revocable Living Trusts
- Irrevocable Trusts
- Testamentary Trusts
- Life Insurance Trusts
- Charitable Trusts
- Mineral Trusts
- Marital Trusts
- Education Trusts
- Special Needs Trusts
Estate Planning
American Trust Center provides a comprehensive approach to help examine all of your options and create a plan for the future.
Important questions you will need to consider prior to visiting with an ATC advisor include:
- Do you want to determine when and how your heirs receive their inheritance?
- Do you have children to provide for?
- Is there a cause you care deeply about?
- Do you have a loved one with special needs?
Contact the American Trust Center team to build a relationship and develop a plan that fits every stage of your life.
Cole Lauinger is a registered representative who offers securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. *Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) on SEC Registered Investment Advisor. American Bancor, LTD. is not affiliated with APFS and APA. The financial institution (United Community Bank) and the Broker Dealer (APFS) provide separate and distinct products and services. Securities offered by APFS are not FDIC insured. APFS securities products are subject to investment risk and possible loss of principal investment. Check the background of these investment professionals on FINRA’s BrokerCheck (https://brokercheck.finra.org). APFS are not FDIC insured, not deposits or other obligations of the financial institution, not guaranteed by the financial institution.
**Products and services offered through American Trust Center are: not a deposit; not FDIC insured; not insured by any federal government agency; not financial institution guaranteed; and may be subject to investment risk, including loss of principal amount invested.
