Wealth Management
Looking to create an investment plan that integrates personal and business financials, and strives to maximize your wealth?
Challenged by the day-to-day demands of running a business, business owners do not have the time and expertise to manage their investments. By actively managing your investments, we can help provide you with the time and confidence to do what you do best – run your business, enjoy your family, and pursue your dreams. With the Lindsey-Trost Group, you receive specialized experience in:
- Customized Portfolio Management
- Management of Your Business and Personal Assets
- Aligning Your Investment Portfolio with your Long-Term Planning Goals
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