Financial Planning

Developing a Roadmap to Your Financial Success

Creating a financial plan can often seem overwhelming, but it is an important step forward on your way to reaching your financial and personal goals. At Trust Point, we have financial professionals available to guide your journey to financial success.

We live in a digital world with easy access to information and misinformation. Robo-advisors await at the ready, but your financial future is far too important to leave to an algorithm, and your time is too important to research, plan, implement, monitor and adjust on your own.

Experts at the Wheel

Our financial services team includes an array of financial professionals including: attorneys, Certified Public Accountants, Personal Financial Specialists and CERTIFIED FINANCIAL PLANNERS® who are the industry standard in expertise and are held to an esteemed code of ethics.

2 business men reviewing document while sitting

7 Step Process to Financial Planning

To customize a plan that fits your lifestyle and will achieve your goals, we use a seven-step process.

Step 1

Getting to know you

Step 2

Identifying and selecting goals

Step 3

Analyzing your current course of action

Step 4

Developing recommendations

Step 5

Presentation of recommendations

Step 6

Implementing the plan

Step 7

Monitoring progress and updating

News & Insights

SECURE 2.0 Act Paves the Way for Big Changes

*Please Note: A video overview of Secure 2.0 provisions can be found at the bottom of this blog. The SECURE 2.0 Act...

Two elderly individuals looking at a computer making a retirement income plan

5 Critical Steps for Creating a Retirement Income Plan

We’ve said it before, and we’ll say it again: It’s never too early to start planning for retirement. Taking the first step...

retired couple discussing required minimum distributions

Understanding Required Minimum Distributions

401(k) retirement plans and traditional individual retirement accounts (IRAs) offer attractive tax breaks that serve to encourage people to save and invest...

Focused on the Future

We have over a century of experience guiding our clients to build and live their legacy. Our past can build your future. Our industry-leading experts will always give you research-based, impartial advice to achieve your goals.