FINANCIAL PLANNING & INVESTMENT ADVISORS

Secure Your Legacy: A Wealth Management Partner for a Confident Retirement

Financial planning and investment management that delivers on clarity, confidence, and accountability in retirement.

TRU. FINANCIAL. PLANNING.

Helping Bring Your Financial and Life Goals Together

Retiree Financial Planning

You’ve worked a lifetime to build your wealth, and now that you’re happily retired, your focus has shifted from accumulation to enjoyment. Yet, a new challenge may emerge: managing your financial affairs as you age or preparing for the future when a spouse or heirs must take over. This is where we step in as your dedicated wealth management partner, providing peace of mind by acting as a trusted steward of your assets. We serve as your point person and a knowledgeable resource for your loved ones, ensuring your wishes are carried out with precision and care.

Happy relaxed senior couple sitting at park

Protecting Your Wealth

We put protections in place to safeguard your assets from fraud and abuse, which can become an increasing concern with age. By having trusted contacts on file and a Financial Power of Attorney in place, we are able to act on your behalf, ensuring your wealth is managed according to your wishes, even in the event of cognitive decline.

Helping Manage Your Financial Affairs as You Age

Your Trusted Partner in Financial Management

Your truFP Team

As a fiduciary, our role is to act in your best interest. We provide a consistent and personal point of contact for all your financial needs. This is particularly valuable for a spouse who may not be as financially savvy or for heirs who need help navigating a complex financial landscape. Instead of calling a generic 1-800 number and explaining your situation to a new representative each time, your family can simply contact us. We will facilitate paperwork, retitle accounts, and explain financial concepts in clear, simple language.

Strategic Wealth & Legacy Planning

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Understanding Your Goals & Allocating Your Investments

Our process begins with a thorough understanding of your goals and needs. We then tailor an investment strategy that is appropriate for your specific circumstances. We’ll help you determine whether it makes sense to be more aggressive with assets specifically designated for your legacy or to remain conservative with funds that may be needed for near-term expenses like long-term care.

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Social Security & Benefit Maximization

The cost of long-term care services, such as assisted living, can be substantial. We have a direct knowledge of your financial holdings and can advise you on which accounts to draw from to cover these expenses while considering the tax consequences of doing so. This ensures a more efficient use of your resources and helps preserve your legacy.

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Estate Planning & Legacy Transfer

We help you check off the fundamental boxes of a sound estate plan, including ensuring proper beneficiary designations on all your accounts. By having a comprehensive understanding of your legacy goals, we can ensure a smooth transition of assets to your heirs. We provide counsel to your loved ones, guiding them through the process and helping them make sound financial decisions to minimize tax consequences and maximize the value of their inheritance.

Our Specialties

Comprehensive Financial Planning

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Investment Planning

Retirement Planning

Insurance Planning

Estate Planning

Tax Planning

Business Planning

Education Planning