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Trust & Estate Management

 

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The Fauquier Bank has the only community-based Trust Department in the area. We have been providing corporate fiduciary services for 100 years. Our Trust advisors are certified and highly qualified in the specialized field of Trust Administration and Estate Settlement. If you’re looking for a trusted fiduciary, need professional investment services, someone to review your documents, or offer advice, TFB has years of experience administering all types of trusts, including Revocable and Irrevocable living trusts, Trust under wills, Special needs trusts, and charitable trusts.

We’ve settled countless estates, both large and small, and have years of experience completing the probate process. We complete all the steps necessary to settle an estate from initial qualification and filing of an inventory, to preparing and filing estate and final tax returns, and preparing and filing accountings for the Court. We are happy to serve as your trustee and executor to lessen the burden on your family and loved ones.

Financial Planning & Investment Management

Are you financially prepared for your future? Financial planning is about making sure that everything you have –investments, retirement plans, insurance, and estate plans – are working to help you meet your life goals.

 

We believe a smart investment management plan begins with a comprehensive Financial Plan. Knowing where you are is key to planning where you need to be – whether it’s planning for college, retirement, or a major purchase. At TFB Wealth Management Services, our financial planners evaluate all aspects of your finances, including your investments, debt, insurance, cash flow, taxes and estate plan. This process uncovers areas of opportunity from which to establish long-term goals, and a plan to achieve them.

We believe the primary driver of an investment portfolio’s performance is asset allocation and diversification. Once we understand your personal needs and goals, we formulate a strategy and design an asset allocation plan that aligns with your investment objective, income needs, time horizon, and risk tolerance. But it doesn’t stop there – we continually monitor and rebalance your portfolio as market conditions change and your needs evolve, so the mix of assets in your account remains consistent with your objectives.

Financial Planning & Investment Management

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