Wealth Management & Planning2024-06-12T00:17:38+00:00

Wealth Management
& Planning

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

Wealth Management & Planning

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

We understand the difficulties small businesses encounter in balancing cash reserves and investments. Trost Financial is here to assist you in managing your investments for the future while also ensuring you have sufficient cash flow for your business operations. Start by scheduling a meeting with our team.

What should you be asking?

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?
  • How much of my income should I be investing?
  • In what type of retirement account should I be investing?
  • What level of risk am I most comfortable with?
  • Should I invest my extra cash or pay off debt?

What should you be asking?

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?
  • How much of my income should I be investing?
  • In what type of retirement account should I be investing?
  • What level of risk am I most comfortable with?
  • Should I invest my extra cash or pay off debt?

Ready for retirement? Let us help you navigate the four phases of the retirement lifecycle.

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 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

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

Trost Financial strives to put 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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