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We help business owners navigate the financial complexities of business
ownership and transition to, and through, retirement.

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We help business owners navigate the financial complexities of business ownership and transition to, and through, retirement.

Business Growth icon
deal
Retire
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We Know
Business Owners

Our goal is to create customized strategies for business owners to maintain their lifestyle in retirement. We integrate business planning with personal planning through a proprietary process that our team has developed over the years.

We Know
Business Owners

Our goal is to create customized strategies for business owners to maintain their lifestyle in retirement. We integrate business planning with personal planning through a proprietary process that our team has developed over the years.

In order to ready our clients for retirement, we evaluate essential lifestyle and discretionary expenses and build portfolios which can help cover these expenses in retirement.

We Know
Retirees

We Know
Retirees

In order to ready our clients for retirement, we evaluate essential lifestyle and discretionary expenses and build portfolios which can help cover these expenses in retirement.

Integrated Financial Services
for Business Owners and Retirees

Integrated Financial Services
for Business Owners and Retirees

What Can Trost Financial Do For You?

The following case studies are similar to creative strategies we’ve implemented for our clients.

Growing Pains

Approach:
Business Growth Strategy

Legacy

Leaving a Legacy

Approach:
Estate & Legacy Plans

Loss

An Unexpected Loss

Approach:
Business Succession Planning

“Over a decade ago, I was looking for a financial specialist to guide me with my retirement portfolio. Thank goodness for me, Greg Trost asked if he could help. I took him up on his request and it has been a wonderful experience.”
– Trost Financial client
“As I approached retirement, Trost Financial helped me create a retirement plan that created peace of mind in my retirement and allowed me to leave inherited income for my daughter.”
– Trost Financial client
“Even when the economy and financial markets are in turmoil, I still have confidence in
my long-term financial plan.”
– Trost Financial client
“Greg and his team treat me like I am their one and only client, and always respond in a timely way to my calls and requests. They are honest, trustworthy and totally dedicated to me and all their clients.”
– Trost Financial client
“I always encourage folks to do their homework and find a financial advisor that is a good fit for them. I urge you to research and consider Trost Financial.”
– Trost Financial client
“Over a decade ago, I was looking for a financial specialist to guide me with my retirement portfolio. Thank goodness for me, Greg Trost asked if he could help. I took him up on his request and it has been a wonderful experience.”
– Trost Financial client
“As I approached retirement, Trost Financial helped me create a retirement plan that created peace of mind in my retirement and allowed me to leave inherited income for my daughter.”
– Trost Financial client
“Even when the economy and financial markets are in turmoil, I still have confidence in my long-term financial plan.”
– Trost Financial client
“Greg and his team treat me like I am their one and only client, and always respond in a timely way to my calls and requests. They are honest, trustworthy and totally dedicated to me and all their clients.”
– Trost Financial client
“I always encourage folks to do their homework and find a financial advisor that is a good fit for them. I urge you to research and consider Trost Financial.”
– Trost Financial client

Who is Trost Financial?

We are collaborative financial strategists
and personal advisors.

We believe that financial prosperity is best paired with personal fulfillment and business success, and understand this can be challenging to achieve. Inspired by our passion for integrating business and personal success, we’ve created a distinct approach that helps you pursue the retirement of your dreams. We’ll get to know your every goal, uncertainty, and preference so that we can support sound business and retirement decisions.

Who is Trost Financial?

We are collaborative financial strategists
and personal advisors.

We believe that financial prosperity is best paired with personal fulfillment and business success, and understand this can be challenging to achieve. Inspired by our passion for integrating business and personal success, we’ve created a distinct approach that helps you pursue the retirement of your dreams. We’ll get to know your every goal, uncertainty, and preference so that we can support sound business and retirement decisions.

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