Imagine financial independence and personal fulfillment. We call it whole-person success. HOW WE CAN HELP Every May, small businesses are recognized and celebrated for their impact on the economy as part of National Small Business Month. To help honor your small businesses, we put together some helpful tips that we will be sharing over the coming weeks. Tax Savings Tips for Small Business LEARN MORE What would you like to do that you haven’t been able to do for the last year? Watch as Greg explains how to be smart about plans for spending in a post-COVID economy. Greg Trost Discusses Post-COVID Spending WATCH NOW While having an in-house team may mean meeting face-to-face to deal with issues in a timely manner, it may be beneficial to outsource your HR services. Human Resources: Outsource or In-House? LEARN MORE We take a holistic approach to financial planning wherein we address every matter relevant to your financial wellbeing. We go beyond just saving and investing. Financial Planning LEARN MORE We recently hosted some of our Los Angeles-based clients at Scratch Kitchen in Encino, CA. What an incredible event! Recap: Client Event LEARN MORE

Imagine financial independence and personal fulfillment. We call it whole-person success. HOW WE CAN HELP Tax Savings Tips for
Small Business Every May, small businesses are recognized and celebrated for their impact on the economy as part of National Small Business Month. LEARN MORE What would you like to do that you haven’t been able to do for the last year? Watch as Greg explains how to be smart about plans for spending in a post-COVID economy. Greg Trost Discusses
Post-COVID Spending WATCH NOW Human Resources: Outsource or In-House? While having an in-house team may mean meeting face-to-face to deal with issues in a timely manner, it may be beneficial to outsource your HR services. LEARN MORE Financial Planning We take a holistic approach to financial planning wherein we address every matter relevant to your financial wellbeing. We go beyond just saving and investing. LEARN MORE Recap: Client Event We recently hosted some of our Los Angeles-based clients at Scratch Kitchen in Encino, CA. What an incredible event! LEARN MORE

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Financial Planning

Wealth
Management

Partner
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Resources

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1

 FINANCIAL
CLARITY

2

 PERSONAL
DIRECTION

3

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INDEPENDENCE

Trusted financial strategists and personal advisors

We believe that financial prosperity is best paired with personal fulfillment and understand both can be challenging to achieve. Inspired by our passion for financial and personal advising, we’ve created a distinct approach that helps you strive toward holistic success. We’ll get to know your every hope, uncertainty, and preference so that we can support sound decisions–both with your money and in your everyday life.

1

 FINANCIAL
CLARITY

2

 PERSONAL
DIRECTION

3

 MORE
INDEPENDENCE
Trusted financial strategists and personal advisors

We believe that financial prosperity is best paired with personal fulfillment and understand both can be challenging to achieve. Inspired by our passion for financial and personal advising, we’ve created a distinct approach that helps you strive toward holistic success. We’ll get to know your every hope, uncertainty, and preference so that we can support sound decisions–both with your money and in your everyday life.

Gregory Trost

NM Insurance License #7139911
CA Insurance License #OD62963

Greg has over 30 years in consulting and has specialized in financial services since 2001. The foundation of his practice has always been squarely on the client, with a holistic approach that is about understanding and working toward both personal and financial goals. Greg’s investment philosophy is focused on listening, which fosters outstanding, long-term relationships with clients. He also conducts retirement seminars to educate people on avoiding the pitfalls that can exist on the road to reaching their financial independence.

Greg has been married to his wife, Sara, for 36 years, and has twin sons, Nicholas and Jaren, and two granddaughters, Adelina and Paloma. Nicholas is married to Quiana Salazar-King and both are practicing law in Albuquerque, New Mexico. Jaren is a Rheumatologist at Optum Health. Greg enjoys golf, travel, and cheering on his beloved Oregon Ducks.

Email: greg@trostfinancialconsulting.com

Gregory Trost

NM Insurance License #7139911
CA Insurance License #OD62963

Greg has over 30 years in consulting and has specialized in financial services since 2001. The foundation of his practice has always been squarely on the client, with a holistic approach that is about understanding and working toward both personal and financial goals. Greg’s investment philosophy is focused on listening, which fosters outstanding, long-term relationships with clients. He also conducts retirement seminars to educate people on avoiding the pitfalls that can exist on the road to reaching their financial independence.

Greg has been married to his wife, Sara, for 36 years, and has twin sons, Nicholas and Jaren, and two granddaughters, Adelina and Paloma. Nicholas is married to Quiana Salazar-King and both are practicing law in Albuquerque, New Mexico. Jaren is a Rheumatologist at Optum Health. Greg enjoys golf, travel, and cheering on his beloved Oregon Ducks.

Email: greg@trostfinancialconsulting.com

Are we a good fit?

As we grow together, we’ll work to understand your interests, aspirations, and concerns so we can craft a custom course of action. During this process, we often discover our clients share similar values with us—an important indication that we’d work well together.

If you agree with these statements, let’s chat!

  • I’m interested in a close, personal relationship with an advisor.
  • I’m looking for a bigger picture approach to finances.
  • I’m eager to plan for actionable goals.

Are we a good fit?

As we grow together, we’ll work to understand your interests, aspirations, and concerns so we can craft a custom course of action. During this process, we often discover our clients share similar values with us—an important indication that we’d work well together.

If you agree with these statements, let’s chat!

  • I’m interested in a close, personal relationship with an advisor.
  • I’m looking for a bigger picture approach to finances.
  • I’m eager to plan for actionable goals.
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The LPL Financial Registered Representatives associated with this sitemay only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Minnesota, New Mexico, Oregon, Pennsylvania, Texas, Virginia, Washington

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

The LPL Financial Registered Representatives associated with this sitemay only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Minnesota, New Mexico, Oregon, Pennsylvania, Texas, Virginia, Washington