Trost Financial lgog
Trost Financial lgog
Trost Financial lgog

Home2023-08-24T19:28:32+00:00

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

Business Growth icon
Trost icon
deal
Retire

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

Wealth Management
& Planning

Business Growth icon

Business
Growth

deal

Business
Succession Planning

Retire

Retirement
Transition Planning

Trost icon

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.

Simply enter your email address to receive our blog updates. We will never share your info.

Simply enter your email address to receive our blog updates. We will never share your info.

Latest Resources

Latest Resources

DISCLOSURES
Gregory Trost is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. CA & NM Insurance License: #7139911

Jim Watson is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. CA Insurance License #0N04559

Trost Financial puts our clients’ interests before our own, seeking the best prices and terms, and acting in good faith to provide all relevant facts to our clients.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Go to Top