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Trust
An Independent Local Agency
It's about relationships, not transactions.

Open Letter to Potential Clients

As a locally-owned company, we work with individuals seeking assistance with transitions in their lives including retirement, career changes, inheritance, divorce or death. Individuals who come to us seek professional advice in financial strategies, insurance options and investment information. They do this because they possibly lack the time or experience and need competent, forthright answers. There are many financial questions that arise during life transitions.

Our firm is not a fee-based firm. We would like to discuss investment costs with you and show you a portfolio that is right for you, constructed of commission-based products, which can save you money and help you reach your personal financial goals. We offer hundreds of products from some very well-known providers.  Since we are local and independently-owned, we have the resources that place us in the forefront of solving the issues you may be facing.  We have a philosophy that can be summed up by our corporate statement: "It is about relationships, not transactions." We help reduce uncertainty and increase peace-of-mind by helping clients find the answers they need.

Pre-Retiree

  • Is my portfolio allocated properly as I transition to retirement?
  • Will I have enough to retire comfortably?
  • What lifestyle will I be able to afford?
  • Is my estate properly structured?
  • Are my insurance needs effectively covered?

Retiree

  • Is now the time to rollover my I.R.A.?
  • Will I have enough to retire comfortably?
  • What lifestyle can I afford?
  • What is the best way to transfer wealth to my heirs?
  • What is the best way to utilize the funds in my retirement savings?

Inheritance

  • How do I manage this newly-acquired money?
  • What advice do I need?
  • What taxes am I required to pay?

Career or Job Transition

  • Am I leaving money on the table?
  • What is the most tax-effective strategy for a severance?
  • Do I rollover my 401(k) to an I.R.A.?
  • How do I handle my other employer benefits?

Divorce or Death

  • How do I manage my money?
  • What products are best for me?
  • How do I pass on my Investments, Insurance and other property?
  • Do I qualify for the benefits from my former spouses’ Social Security benefits?

Services for Institutions

We also work with firms to provide advice for fringe benefits plans, including 401(k), Simple I.R.A.'s and other company-owned products and services. Our firm has serviced and planned fringe benefits for many companies.  We understand what is needed to provide top-notch benefits for employees.