Kathy Balvanz, Vice President and Trust Officer
Is a trust right for you?
The answer is a definite “maybe!” There are many types of trusts for many different purposes.
You should consult your legal advisor to find out what is best for your needs. Your attorney will
draft a trust document according to your wishes. When you name the Hardin County Savings Bank as
your Trustee, we will then administer the trust as to the stipulations in your document. Also,
the use of a trust does not necessarily require a lot of money. Large or small, we can help you
manage your assets to achieve your goals.
Types of Trusts Offered:
Why do people rely on our trust service? Because they can TRUST us!
Convenience — You don’t need to go elsewhere for your trust services. We are your local bank.
Investment Expertise — Our current trust officer is a CERTIFIED FINANCIAL PLANNERTM
professional and holds an Iowa Life insurance license in addition to years of experience working with securities.
Permanence — The Hardin County Savings Bank has been in the same location
since its opening in 1868. Even though the staff may change, the bank won’t die or move away.
There will always be someone here to take care of you and your financial business.
Personal Attention — Our friendly staff is here to talk with you face-to-face.
Certified Financial Planner board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM
in the U.S.
Insurance products are not FDIC insured