Trost Financial lgog
Trost Financial lgog
Trost Financial lgog
Wealth Management & Planning2023-05-04T17:30:43+00:00

Wealth Management & Planning

Wealth Management & Planning

Looking to create an investment plan that integrates your personal and business financials, and maximizes your wealth?

Trost Financial will build a plan to help facilitate your specific needs.
Get started by booking a meeting with our team.

Looking to create an investment plan that integrates your personal and business financials, and maximizes your wealth?

Trost Financial Consulting will build a plan to help facilitate your specific needs.
Get started by booking a meeting with our team.

Trost Financial helps you answer common
questions related to your business.

What percentage of investments should I put towards stocks versus bonds?

What type of investment vehicles should I consider?

What level of risk am I most comfortable with?

Questions?

How much of my income should I be investing?

Should I invest my extra cash or pay off debt?

In what type of retirement account should I be investing?

Trost Financial helps you answer common
questions related to your business.

What type of investment vehicles should I consider?

What are my business goals?

What type of insurance plans do I need?

Questions?

What should my corporate structure look like?

How should I approach charitable planning?

When should I transition from my business life to my retirement life?

We help business owners with…

  • Business Financial Planning
  • Cash Flow Analysis
  • Estate and Legacy Planning
  • Education Planning
  • Insurance Analysis
  • Investment Planning
  • Charitable Planning
  • Corporate Structure
  • Mortgage/Debt Analysis
  • Personal Tax Planning
  • Real Estate Planning
  • Lifestyle Maintenance
  • Net Retirement Income Planning
  • Retirement Risk Management
  • Sequence of Return
  • Longevity Risk

We help business owners with…

  • Business & Personal Financing
  • Business Financial Planning
  • Marketing
  • Banking/Lending Relationships
  • Employee Compensation
  • Cash Management
  • Business Sustainability
  • Tax Planning & Strategies
  • Risk Management
  • Buy/Sell Agreements
  • Liquidity Events
  • Business Valuation
  • Estate & Legacy Planning
  • Business Retirement Structures

Book a Meeting with Our Team

Our Business Growth Consultants are ready to speak with you! Email or call today:

Book a Meeting with Our Team

Our Business Growth Consultants are ready to speak with you! Email or call today:

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.
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