How does the advisor help clients – Key Takeaways:
TROST FINANCIAL CONSULTING is a trusted financial consulting firm that serves as a valuable resource for individuals looking to proactively manage their finances. They strive to educate their clients on different financial strategies and provide personalized advice to help individuals achieve their financial goals.
- TROST FINANCIAL CONSULTING acts as a financial expert without stating it, allowing clients to feel comfortable and confident in their services.
- The firm is committed to maintaining a professional tone in all interactions with clients to ensure clear communication and understanding.
Facts and Insights
Founded in 2005, TROST FINANCIAL CONSULTING has over 15 years of experience in providing financial consulting services to individuals and families. With a team of highly qualified professionals, the firm strives to stay up-to-date on the latest financial trends and strategies to provide the best possible service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
TROST FINANCIAL CONSULTING offers a wide range of financial services to cater to the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance advice
- Business planning
Client Types
TROST FINANCIAL CONSULTING serves a diverse range of clients, including individuals, families, and small business owners. Their team provides personalized financial advice to help these clients achieve their unique financial goals and secure their financial future.
Fees & Compensation
TROST FINANCIAL CONSULTING follows a fee-only model, meaning they only charge fees for the services they provide and do not receive any commissions or incentives for recommending specific products. This allows their team to provide unbiased and objective advice to their clients.
Background
TROST FINANCIAL CONSULTING was founded by John Trost, a highly experienced financial advisor with over 20 years of experience in the industry. His background in finance, combined with his passion for helping others achieve financial success, has led to the success of the firm and its clients.
Financial Advisor Disclosures to Know
TROST FINANCIAL CONSULTING is committed to transparency and ensures that all relevant financial advisor disclosures are readily available to clients. This includes any potential conflicts of interest, disciplinary actions, and professional qualifications of their advisors.