Financial Planning

Katie Seay, VP, Director of Financial Planning
Elements of Financial Planning

If you’re spending a little too much time awake at night, worrying about the future, you might want to spend some time with a CERTIFIED FINANCIAL PLANNER™ professional instead.

 

Working with a financial planner at The Trust Company, you can:

Set realistic financial goals;
Assess your current financial health;
Put your financial plan into action; and
Make adjustments as your life changes.

All Trust Company individual account holders can take advantage of the services of our CERTIFIED FINANCIAL PLANNER™ professionals. And anyone else can have affordable access to the same services, on a simple fee-only basis.

Our planners work hand-in-hand with our financial advisors, trust officers and investment managers to make savvy decisions about the best money management and investment choices for you and your particular situation or life event:

 

Marriage or divorce
Birth of a child
College education
Change in employment status
Retirement
Serious illness
Aging parents or disabled children

Let’s sit down and discuss how a strong financial plan can help you sleep a little better at night. Contact us and we’ll get started.