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Helping transform dreams
into financial reality.

We help business owners transition to,
and through, retirement.

Helping transform dreams into financial reality.

We help business owners transition to, and through, retirement.

Integrated Financial Services for Business Owners, Families, and Individuals Planning for Retirement

Create an investment plan that integrates your personal and business financials, and seeks to maximizes your wealth.

Our business growth professionals help you reduce taxes, access capital, and accelerate business growth.

Selling your business is one of the most important decisions you’ll ever make. We guide you through the entire process.

Transition from business ownership to retirement.
Focus on improving your lifestyle.

Our goal is to help business owners grow, protect, and maximize the sale of their businesses. We integrate business and personal planning to generate tax-efficient wealth allowing business owners to maintain their lifestyle in retirement.

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.

Our goal is to help business owners grow, protect, and maximize the sale of their businesses. We integrate business and personal planning to generate tax-efficient wealth allowing business owners to maintain their lifestyle in retirement.

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.

“I have been working with Greg and his team for more than 10 years. I recommend Trost Financial to all my friends and clients…their attention to detail and customized financial plans offer guidance in all market conditions. Thanks for all you do!”

– Trost Financial client

“We’ve been with Trost Financial for over 10 years and the entire team is exceptional. Consistent, reliable, accessible, industry experts with an approach that strives to meet our financial goals.”

– Trost Financial client

“Not only has Trost Financial set me up for a comfortable retirement, they’ve also guided me in finding an ideal mortgage, HELOC, insurance, even a great car deal. They really are a financial one-stop shop.”

– Trost Financial client

“Greg Trost and his team have been a life-saver. . . more like a life-starter! He made it possible for me to retire comfortably, and now I feel like I have a new lease on my entire existence. He carefully takes all the time you need to plan out your finances and future. . . Always great advice, always compassionate and helpful, and always calming, especially when I’ve been in a tizzy about my finances.”

– Trost Financial client

“I am honored to provide this testimony to express my profound gratitude and admiration for the exceptional financial guidance and expertise provided by Greg Trost. He goes above and beyond to provide personalized attention and support, always making himself available to address any questions or concerns that may arise.”

– Trost Financial client

“I have been working with Greg and his team for more than 10 years. I recommend Trost Financial to all my friends and clients…their attention to detail and customized financial plans offer guidance in all market conditions. Thanks for all you do!”

– Trost Financial client

“We’ve been with Trost Financial for over 10 years and the entire team is exceptional. Consistent, reliable, accessible, industry experts with an approach that strives to meet our financial goals.”

– Trost Financial client

“Not only has Trost Financial set me up for a comfortable retirement, they’ve also guided me in finding an ideal mortgage, HELOC, insurance, even a great car deal. They really are a financial one-stop shop.”

– Trost Financial client

“Greg Trost and his team have been a life-saver… more like a life-starter! He made it possible for me to retire comfortably, and now I feel like I have a new lease on my entire existence. He carefully takes all the time you need to plan out your finances and future. Always great advice, always compassionate and helpful, and always calming, especially when I’ve been in a tizzy about my finances.”

– Trost Financial client

“I am honored to provide this testimony to express my profound gratitude and admiration for the exceptional financial guidance and expertise provided by Greg Trost. He goes above and beyond to provide personalized attention and support, always making himself available to address any questions or concerns that may arise.”

– 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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