Helping transform dreams
into financial reality.
Integrated financial services for business owners,
families, and individuals planning for retirement.
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.
We Know Portfolio Management
At the Lindsey-Trost Group, we pride ourselves on delivering tailored portfolio management strategies designed to help our clients achieve their financial goals.
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.