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King Trust Company, N.A.
8050 Spring Arbor Road
PO Box 580
Spring Arbor, Michigan 49283
517.750.2727
800.325.8975
517.750.2752 (fax)
info@kingtrust.com
Financial Planning
A Financial Profile is a capital needs analysis looking at specific financial issues and specific personal financial goals. The Financial Profile form allows you and King Trust staff to fully understand your unique financial situation. Through the Financial Profile, King Trust staff will evaluate your:
Based on the Financial Profile findings, King Trust's financial planning team will then make recommendations in each area and help you with general financial decisions. As an end result, you will have a detailed understanding of your personal financial situation and a plan to take you where you want to go.
Download a Sample Profile
Download a Financial Profile Form
Download Risk Tolerance Assessment
(Adobe Acrobat Reader version 4 or higher is necessary to download the Financial Profile form. Click below to download the latest version.)
To access Adobe Acrobat Reader, click here.
Along with your Financial Profile Form, the documents listed below (or copies) will be needed for the purpose of study and analysis to prepare a personal financial plan for you. It is understood that all material will be treated confidentially (see our privacy policy) and will be returned to you when the planning process is completed, or earlier if requested. Please send all materials to Kirk Hoffman, Vice President of Planning Services, King Trust Company, N.A., 8050 Spring Arbor Road, PO Box 580, Spring Arbor, Michigan 49283. Be sure to mark your envelope "Confidential."
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Most recent payroll stubs
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Budget/Cash Flow information for most recent year
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Employee Benefit statements [401(k), 403(b), Pension Plans, etc.]
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Company Benefits information
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Will/Trust Information
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Insurance & Annuity Contracts and recent statements
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Investment Account statements including tax lot information (i.e. cost basis and date(s) of purchase)
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Savings Account statements
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Social Security statements
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Any other documents that would be beneficial to us in the planning process
If you have any questions about the Financial Profile, or need assistance in filling out the form, please call Kirk Hoffman, Vice President of Planning Services at 1-800-325-8975.