Because we see financial prosperity so closely tied with personal fulfillment, we seek to service both equally. As your advisors, our goal is to define an easier and more comfortable way to approach your financial goals through your everyday life. Get started with our team today.

In order to ready our clients for retirement, we evaluate essential lifestyle and discretionary expenses and build portfolios which will cover these expenses in retirement, in addition to providing education on Medicare and Social Security. Long-term care risk strategies are also discussed during this phase.

During this stage, investments become your paycheck as we actively manage expenses and payments related to healthcare, social security, medicare, insurance and tax-efficient distributions.

Social and support networks are key during this phase, in addition to your wellness; emotional, physical and financial. Our transition specialists assist clients with maintaining social connections and navigating challenges that may arise during this retirement phase.

A priority for our clients during this phase is estate and legacy planning, in addition to integrating financial, legal and tax strategies. Trost Financial is here to guide you through all of these important aspects and more.