Services

SERVICES

While we can work with most clients, our expertise is best suited for:

Individuals and families who take planning seriously—no minimum investments

Business owners who have been in business for over five years

Business owners who have partners or family in the business

How We Can Help

Tru Financial will help you make the hard choices and the easy ones. We’re here to guide you toward your financial future with a wide array of services.

INDIVIDUALS & FAMILIES

Comprehensive financial planning
IRAs and Roth IRAs
Asset analysis
Asset management
Mutual funds
Annuities
ETFs
Stocks and bonds
Risk tolerance measurement
Life insurance
Disability & long-term care insurance

BUSINESSES

401(k) or 403(b) planning
SEP or simple IRA
Deferred compensation
Retirement gap solutions
Exit planning/business protection
Informal business valuation
Buy/sell review and insurance
ESOPs
Key person insurance
Executive compensation
Bonus plans