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403(b)(7)


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Trustee for your 403(b)(7) Account, will work with you in all aspects of your account.  Our relationship will include the following services:
 

§         Individual Portfolio Management

§         Reduced Activity Costs through

§         Use of No-Load Mutual Funds  (instead of costly variable annuities)

§         Asset Safekeeping

§         Income Collection

§         Automatic Reinvestment of Income

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         IRS Reporting

§         Evaluation of Distribution Options

§         Support the Employer’s Operational Personnel

Benefit: Direct receipt of employee's payroll deduction


TCK Trust & Financial Advisors is a charter member of
The Association of Independent Trust Companies.