Retirement Transition Planning2024-05-14T17:50:06+00:00

Retirement Transition
Planning

From Business to Retirement

Retirement Transition Planning

From Business to Retirement

We specialize in guiding business owners through the transition from business ownership to retirement, with an emphasis on maintaining and improving your lifestyle. We work with business owners who are passionate about planning for their dream retirement. Get started with our team today.

Trost Financial helps you answer common questions related to your transition to retirement.

  • How will I deal with a change in my retirement plan, like a drop in the market?
  • Where will I live in retirement?
  • Who will I leave my legacy to?
  • Why should I consider a charitable remainder trust?
  • What happens when my spouse passes away?
  • When should I pay off my mortgage?

Trost Financial helps you answer common questions related to your transition to retirement.

  • How will I deal with a change in my retirement plan, like a drop in the market?
  • Where will I live in retirement?
  • Who will I leave my legacy to?
  • Why should I consider a charitable remainder trust?
  • What happens when my spouse passes away?
  • When should I pay off my mortgage?

Ready for retirement? Let us help you navigate the four phases of the retirement lifecycle.

We help business owners with…

  • Business retirement structures (401k, DB plan). Transferring wealth from the retirement structures to the retiree.
  • Retirement lifestyle planning
  • Personal cash flow analysis. Look at their expenses and income to make sure their match.
  • Net retirement income planning OR Retirement income, net of taxes
  • Social security analysis
  • Health insurance in retirement
  • Charitable remainder trust and giving + gifting strategies
  • Retirement risk management
  • Managing the early death of a spouse
  • Deal with changes in your retirement plan
  • Manage long term care

We help business owners with…

  • Business retirement structures (401k, DB plan). Transferring wealth from the retirement structures to the retiree.
  • Retirement lifestyle planning
  • Personal cash flow analysis. Look at their expenses and income to make sure their match.
  • Net retirement income planning OR Retirement income, net of taxes
  • Social security analysis
  • Health insurance in retirement
  • Charitable remainder trust and giving + gifting strategies
  • Retirement risk management
  • Managing the early death of a spouse
  • Deal with changes in your retirement plan
  • Manage long term care

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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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