Financial Planning | The Trust Company

Meeting of financial planners and client advisor

At The Trust Company, we believe the relationship between our clients and our advising teams is at the heart of what we do. Through financial planning, we learn about our clients’ lives—background, career, family, goals, and dreams. We help you determine how your financial picture influences your attainment of these goals and dreams, and we help guide you on your path toward making them a reality.

We review all aspects of your financial picture to ensure you are getting the maximum benefit out of your employer retirement plan, the best rates on mortgage loans, and the insurance coverage you need to protect your assets. We also partner with you to manage debt and grow your savings, minimize taxes, plan for and manage retirement, and develop an appropriate estate plan.
We strive to give you peace of mind as we help you plan and align your goals.

While many companies charge additional fees for financial planning services, we offer it as an integrated service for our clients. This integrated service is provided at no additional cost for clients meeting our annual minimum management fee. We also provide financial planning as an a la carte service.

Let’s sit down and discuss how a strong financial plan can help you sleep a little better at night. Contact us and we’ll get started.

Financial Life Cycle

The Financial Life Cycle is a series of stages that people pass through on their life’s journey. At every stage in life, we have different wants and different needs. The ever-changing ability to earn income, our ever-changing wants and needs, and the decisions we make along the way can be described as our financial life cycle.

circular graphic showing the financial stages of life

Without a financial plan, life’s unexpected events (illness, disability, layoff, bad economy, or lack of savings for retirement) could jeopardize your goals, making you vulnerable to setbacks and, quite frankly, lots of worry.

A Financial Planner helps to assess where you are in the life cycle, your wants and needs at the time, and your long-term goals to help you plan for how you prioritize spending and saving to get the most out of the money you work hard to earn. Which stage are you in? Learn more about the Financial Life Cycle by Life Stage.