Helping transform dreams
into financial reality.
Integrated financial services for business owners,
families, and individuals planning for retirement.
We Help Business Owners Transition to,
and Through, Retirement
Wealth Management
& Planning
We help you create an investment plan that integrates your personal and business financials, and seeks to maximize your wealth.
Business Growth
Strategy
Our team of financial professionals help you reduce taxes, access capital, and help accelerate business growth.
Business Succession
Planning
Selling your business is one of the most important decisions you’ll ever make. We help guide you through the entire process.
Retirement Transition
Planning
Transition from business
ownership to retirement.
Focus on improving your
lifestyle.
We Know Business Owners
Our goal is to help business owners grow, protect, and maximize the sale of their businesses. We integrate business and personal planning to help generate tax-efficient wealth allowing business owners to maintain their lifestyle in retirement.
We Know Retirees
In order to ready our clients for retirement, we evaluate essential lifestyle and discretionary expenses and help our client build portfolios which can help cover these expenses in retirement.
Who is the Lindsey-Trost Group?
We are collaborative financial
strategists and personal advisors.
We believe that financial prosperity is best paired with personal fulfillment and business success, and we understand this can be challenging to achieve. Inspired by our passion for integrating business and personal success, we’ve created a distinct approach that helps you pursue the retirement of your dreams. We’ll get to know your every goal, uncertainty, and preference so that we can support sound business and retirement decisions.