Business Owners2024-05-28T23:55:19+00:00

Business Owners

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

Business Owners

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

Wealth Management
& Planning

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

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Business Growth Strategy

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

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Business Succession Planning

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

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Retirement Transition Planning

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

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Your business is what’s going to dictate your retirement.

We know what keeps business owners up at night.

Trost Financial is a different type of financial practice, where we are actively involved with our clients’ businesses. Through integrating financial aspects of your personal and business lives, Trost Financial provides strategies to help grow your business which, in turn, helps provide for a comfortable retirement.

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

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Estate & Legacy Plans

Approach:
Estate & Legacy Plans

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An Unexpected Loss

Approach:
Business Succession Planning

Read More >

Your business is what’s going to dictate your retirement.

We know what keeps business owners up at night.

 Trost Financial is a different type of financial practice, where we are actively involved with our clients’ businesses. Through integrating financial aspects of your personal and business lives, Trost Financial provides strategies to help grow your business which, in turn, helps provide for a comfortable retirement.

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

Read More >

Estate & Legacy Plans

Approach:
Estate & Legacy Plans

Read More >

An Unexpected Loss

Approach:
Business Succession Planning

Read More >

How do we help you improve your business strategies?

  • Provide a team of business partners to assist with cash flow, financing, inventory, benefits and 401k plans.
  • Provide essential resources for employee benefits, compensation plans and retirement plans.
  • Implement our 4-step succession planning process to create options, help build your business and reduce taxes.
  •  Coordinate with tax and legal professionals to employ advanced tax reduction strategies.

How do we help you improve your business strategies?

  • Provide a team of business partners to assist with cash flow, financing, inventory, benefits and 401k plans.
  • Provide essential resources for employee benefits, compensation plans and retirement plans.
  • Implement our 4-step succession planning process to create options, help build your business and reduce taxes.
  •  Coordinate with tax and legal professionals to employ advanced tax reduction strategies.

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

Trost Financial strives to put 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.
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