When you are planning for your financial future, it is essential to receive comprehensive, impartial advice. At Trust Point, our financial planning services are fee-based, which means our planning team does not receive a commission or benefit from the sale of products. While setting your financial goals, you will have access to our team of attorneys, Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners, all of whom can help you create a customized plan for your future.
It is important for our team to understand the full picture of your current situation and the future you see for you and your family. We have developed a 6 Phase Approach that will assess your lifestyle and family needs, all of which impact on your financial plan.
-John Doe | Minneapolis
-John Doe | Minneapolis
Financial planning with an expert at the wheel
Since 1913, Trust Point has remained a thriving, independent financial planning company, committed to growing our clients’ wealth. For more than a century, we’ve been developing and perfecting our financial strategies so you can rest easy knowing your future is insured. Whatever goals you’re trying to achieve with your money, our team has the expertise and the experience to provide you with valuable guidance.
It’s our belief that financial services should offer more than establishing financial goals. At Trust Point, we help you establish life goals instead, that go far beyond your portfolio. Don’t worry about your finances – let us handle that – you focus on leading your best life.
Our 6 Phase Approach
Our 6 Phase Approach goes beyond assessing your assets. We consider factors such as lifestyle, family needs and life events that can have an impact on your financial plan and communicate with you every step of the way.
1. Setting your goals
We take the time to get to know you, your values, and the big picture of what you want to achieve.
2. Gathering data
We gather all of your relevant financial data so we can set a baseline for your plan.
3. Analyze and evaluate options
Once your assets and financial data has been detailed, we’ll review your financial picture to correct areas of concern, and find opportunities for growth.
4. Review and refine the plan
We will prepare a comprehensive action plan that will be presented and reviewed with you for full understanding.
5. Implement your plan
Upon approval, we’ll set priorities and begin to execute the plan.
6. Constant monitoring of your progress
Sometimes changes in your life necessitate adjustments to your plan. We encourage ongoing discussions to ensure you stay on course, and realign when needed if changes occur.
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When done correctly, financial planning will help you to determine the outlook of your finances, from right now to far in the future, as well as the best way to achieve your desired wealth goals.
Anyone that wants to take control of their financial future could benefit from meeting with a professional advisor. Whether you need a financial assessment, management or strategy, an advisor can provide the insight and know-how to maximize wealth opportunities.
Economic and market commentary are professional insights into top performing economic and market sectors. These insights help our investors pinpoint new, ideal financial and investment opportunities that they otherwise couldn’t figure out on their own, and utilize them to improve your portfolio.
Taking the first step and contacting a financial planner may seem intimidating at first, however most people find out that the process is actually quite easy and enjoyable. And, when you walk out of the meeting, you’ll know that you’re better prepared for the future.
To get started, with financial planning services, reach out one of Trust Point’s dedicated service representatives today at 800-658-9474. You can also fill out a form on our contact page.