Retirement
Retirement
We know retirees and can help you navigate through the four retirement lifecycles.
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 by booking a meeting with our team.
We know retirees and can help you navigate through the four retirement lifecycles.
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 by booking a meeting with our team.

Retirement Readiness
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.


Retirement Implementation
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 Connections
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.


Generational Transitions
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.

Retirement Readiness
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.


Retirement Implementation
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 Connections
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.


Generational Transitions
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.
Learn About Our Integrated Financial Services
for Business Owners and Retirees
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Latest Resources
How to Work Effectively with Your Professional Teams
Carrie Geist2023-03-16T15:55:51+00:00There are a lot of moving parts for any ...
How to Save Money Through Retirement Plans
Carrie Geist2023-03-10T16:16:38+00:00Business owners may be able to reduce their taxable income ...
Secure Act 2.0: What this New Legislation Means for You
Carrie Geist2023-01-03T23:14:56+00:00A series of new laws – collectively known as ...