Wealth Management & Planning
Looking to create an investment plan that integrates personal and business financials, and strives to maximize your wealth?
We understand the difficulties small businesses encounter in balancing cash reserves and investments. The The financial professionals at The Lindsey-Trost Group are here to assist you in managing your investments for the future while also helping to ensure you have sufficient cash flow for your business operations. Start by scheduling a meeting with our team.
What should you be asking?
The Lindsey-Trost Group helps you answer common questions related to your business.
- What percentage of investments should I put towards stocks versus bonds?
- What type of investment vehicles should I consider?
- How much of my income should I be investing?
- In what type of retirement account should I be investing?
- What level of risk am I most comfortable with?
- Should I invest my extra cash or pay off debt?
Ready for retirement? Let us help you navigate the four phases of the retirement lifecycle.
We help business owners with...
- Business Financial Planning
- Cash Flow Analysis
- Estate and Legacy Planning Strategies
- Education Planning
- Insurance Analysis
- Investment Planning
- Charitable Planning
- Corporate Structure
- Mortgage/Debt Analysis
- Real Estate Analysis
- Net Retirement Income Planning
- Retirement Risk Management
- Sequence of Return
- Longevity Risk