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Trust Services

Preserving and accumulating wealth requires more than wise investing, it involves careful planning — both for the near term and for generations to come.  Click Here if you have a Security Federal Trust account and wish to view online.

Security Federal Trust — a division of Security Federal Bank offers expert administrative and investment services. Our experienced staff can help build, manage and protect your wealth, for you and your loved ones.

 

 

Who benefits from Trust Services? 

 

  • Anyone interested in preserving and managing wealth through customized investment management 
  • Individuals who want to preserve, protect and/or administer assets for future generations 
  • Those seeking to minimize tax liabilities 
  • Individuals charged with managing benefits/assets for other individuals such as elderly, parents, minor children, and disabled adults
  • Individuals wishing to avoid delay and publicity of probate
  • Individuals seeking financial freedom from collecting income and paying bills
  • Non-profit organizations or businesses seeking to manage assets 

 

Security Federal Trust offers services in many areas, including:

 

  • Investment Management Services 
  • Charitable Remainder Trusts
  • Conservatorships
  • Eldercare Financial Management (including investments, bill-paying and day-to-day financial transactions)
  • Estates and Probate 
  • Financial Planning
  • Irrevocable Trusts
  • Revocable Trusts
  • Trusts Under Will
  • Special Needs Trusts

 

For more information about our Trust Services, call 803.641.3000 or toll free 866.851.3000. Contact us by email at trust@securityfederalbank.com. Security Federal has 13 locations throughout the Aiken and Columbia, SC and Augusta, GA areas.

Please consult your tax or legal advisors before taking any action that may have tax consequences.


Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Insured by any Government Agency, Not a Bank Deposit

Insurance, Investment and Trust Products are: Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Insured by any Government Agency, Not a Bank Deposit