Our Financial Advisors

Nowadays, it is easy to think that financial experts have excessive and hidden fees, asking you to sign over a check in the very first meeting. The thought of this would make anyone get hot around the collar or run for the hills. Because of this, you may think this is an area where you would prefer to personally manage your money and your future yourself.

Having a good, qualified financial advisor is all about having professional help. Just like with leaky roofs and painful tooth aches, your first reaction shouldn’t be to handle the frustrating situation yourself. You need a professional with more education and experience because you want the job done right the first time. With our expert help, you’ll get a peace of mind that will improve your financial future and take away the worries that keep many people up at night.

As retirement planners at TRS, we love changing people’s lives by helping them identify their biggest financial concerns and then suggesting solutions to tackle them head-on. Your retirement planner not only works with you to create your financial plan around the hopes and dreams that matter most to you, but also around various things that could affect your ability to reach them. Together with your financial specialist, you create written, proactive safeguards to avoid the common pitfalls that can derail your plan and sour your hopes and dreams.

By working collaboratively with a trained financial consultant, you can bring organization to your finances and purpose to your future. The benefit of working with a financial advisor is that it helps to guide you on the right track and helps to measure your performance so that you remain successful and on track to live the life you always envisioned.