Trost Financial lgog
Trost Financial lgog
Trost Financial lgog
Retirement2022-03-09T19:10:35+00:00

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.

1

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.

vertical divider
2

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.

vertical divider
3

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.

vertical divider
4

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.

1

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.

vertical divider
2

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.

vertical divider
3

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.

vertical divider
4

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

Contact Us

Latest Resources

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

Jim Watson is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. CA Insurance License #0N04559

Trost Financial puts 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.
Go to Top