Company Profile
What’s in a name? Everything and we can prove it. You can trust AmeriTrust Retirement Services to offer advice and retirement plans that benefit individuals and businesses. Financial experts at AmeriTrust will assist in structuring plans to achieve financial goals. AmeriTrust’s number one purpose is to educate customers about financial options and offerings that are applicable to their particular needs.
The creative and responsible use of self directed retirement funds is the cornerstone to building wealth and securing financial preservation. Our mission at AmeriTrust Retirement Services is to provide excellent customer service and education, and all the necessary tools needed to create and maintain financial independence through the utilization of traditional and non-traditional assets.
Expert Advice
Our retirement service plans are created by financial professionals with over 20 years of experience. AmeriTrust advisors are licensed and many are Series 63, 65 and 7 certified. All advisors are required to meet minimum annual requirements and must have additional hours in specialties that include retirement, pension, trust and estate training.
Customized Plans
Working one-on-one with customers, our experts will incorporate a team oriented approach to developing customized plans and service delivery on every level. From initial contact, through education, administration, application and transfer, AmeriTrust will engage in establishing and safeguarding an ongoing relationship with each and every client.
Tailored Account Offerings
AmeriTrust Retirement Services offers 401k, Solo 401k, 403b, profit sharing and defined benefit plans for businesses. Individual offerings include traditional ROTH, SEP and SIMPLE IRAs accounts. Uniquely positioned, AmeriTrust can offer opportunities to make traditional investments in publicly traded stocks, bonds and mutual funds and in non-traditional offerings that include private placements, real estate, notes and other assets.
Return on Investment
Many clients transfer their current 401k or IRA to AmeriTrust in-kind, as they prepare to make alternative investment purchases. This process eliminates the need to liquidate and move assets to establish a self directed account which is a requirement of others in the industry. At AmeriTrust we believe the key to financial independence, wealth creation and wealth preservation is ABSOLUTE vs. RELATIVE RETURNS.
AmeriTrust’s personalized approach to asset accumulation is the foundation for the administrative services we provide to our clients. Our administrative fee structure is simple, transparent and very competitive. Please click on Forms tab on top menu for details about administrative fees.
