Our Services
From business ownership to retirement, Trost Financial is here for you.
Our Services
We understand that finances can be stressful, uncertain, and can impact all parts of your life.
Our Process
We take a truly personal approach to business and personal
financial planning that is guided by honesty and transparency.
1
The First Date
An open-ended, no time limit conversation about who you are, your goals for your business, and what you envision your retirement transition to look like. We’ll leave our first meeting with a big picture understanding of your business, life, and financial goals.
2
The Initial Strategy
We will prepare our integrated approach with a clear, actionable outline. This is the starting point for all future decisions, and will evolve as we dig in deeper together.
3
The Healthy Relationship
Every plan demands accountability and regular follow-ups to stay current and on course. We commit to regular check-ins to stay updated on your business and personal finances and milestones so that we can help you make informed decisions.
“I have been working with Greg and his team for more than 10 years. I recommend Trost Financial to all my friends and clients…their attention to detail and customized financial plans offer guidance in all market conditions. Thanks for all you do!”
“We’ve been with Trost Financial for over 10 years and the entire team is exceptional. Consistent, reliable, accessible, industry experts with an approach that strives to meet our financial goals.”
“Not only has Trost Financial set me up for a comfortable retirement, they’ve also guided me in finding an ideal mortgage, HELOC, insurance, even a great car deal. They really are a financial one-stop shop.”
“Greg Trost and his team have been a life-saver. . . more like a life-starter! He made it possible for me to retire comfortably, and now I feel like I have a new lease on my entire existence. He carefully takes all the time you need to plan out your finances and future. . . Always great advice, always compassionate and helpful, and always calming, especially when I’ve been in a tizzy about my finances.”
“I am honored to provide this testimony to express my profound gratitude and admiration for the exceptional financial guidance and expertise provided by Greg Trost. He goes above and beyond to provide personalized attention and support, always making himself available to address any questions or concerns that may arise.”
- Grow their business
- Plan for business succession
- Integrate personal and business success
- Transition from business ownership to retirement
- Maintain their lifestyle in retirement
- Develop a plan to retire at the desired age
- Guide on insurance structure
- Plan for the transition of their legacy and estate
Our Process
We take a truly personal approach to business and personal
financial planning that is guided by honesty and transparency.
1
The First Date
An open-ended, no time limit conversation about who you are, your goals for your business, and what you envision your retirement transition to look like. We’ll leave our first meeting with a big picture understanding of your business, life, and financial goals.
2
The Initial Strategy
We will prepare our integrated approach with a clear, actionable outline. This is the starting point for all future decisions, and will evolve as we dig in deeper together.
3
The Healthy Relationship
Every plan demands accountability and regular follow-ups to stay current and on course. We commit to regular check-ins to stay updated on your business and personal finances and milestones so that we can help you make informed decisions.
“I have been working with Greg and his team for more than 10 years. I recommend Trost Financial to all my friends and clients…their attention to detail and customized financial plans offer guidance in all market conditions. Thanks for all you do!”
“We’ve been with Trost Financial for over 10 years and the entire team is exceptional. Consistent, reliable, accessible, industry experts with an approach that strives to meet our financial goals.”
“Not only has Trost Financial set me up for a comfortable retirement, they’ve also guided me in finding an ideal mortgage, HELOC, insurance, even a great car deal. They really are a financial one-stop shop.”
“Greg Trost and his team have been a life-saver… more like a life-starter! He made it possible for me to retire comfortably, and now I feel like I have a new lease on my entire existence. He carefully takes all the time you need to plan out your finances and future. Always great advice, always compassionate and helpful, and always calming, especially when I’ve been in a tizzy about my finances.”
“I am honored to provide this testimony to express my profound gratitude and admiration for the exceptional financial guidance and expertise provided by Greg Trost. He goes above and beyond to provide personalized attention and support, always making himself available to address any questions or concerns that may arise.”
- Grow their business
- Plan for business succession
- Integrate personal and business success
- Transition from business ownership to retirement
- Maintain their lifestyle in retirement
- Develop a plan to retire at the desired age
- Guide on insurance structure
- Plan for the transition of their legacy and estate
Latest Resources
Small Business Financing: A Beginner’s Guide
Starting a small business venture is thrilling, yet securing financing ...
Financial Planning 101: Building a Secure Future
Financial planning is the cornerstone of a stable and ...
How to Navigate Lending, Talent Acquisition & Retention
Embarking on a journey of business growth is an exciting ...