Broker Check

Personal Financial Planning and Tax Compliance

We are available to assist you in many different ways including:

  • Cash flow management and wealth accumulation strategies
  • Estate planning and administration assistance
  • Investment portfolio allocation and management
  • Retirement distribution planning
  • Pro-active, creative tax planning advice
  • Timely, accurate tax return preparation
  • Insurance needs analysis and product evaluations
  • Financial planning in connection with marriage or divorce
  • Personal record keeping

Trumbower Financial Advisors, LLC brings you impressive academic credentials and many years of experience in the areas that are of most concern to you. Our mission is embodied in these key concepts:

  • Technical excellence in the varied disciplines that affect your personal financial decisions.
  • Objectivity – we do not accept commissions or other compensation for sales of financial products.
  • Continuity and personalized attention. You will always be an important client of the Firm.
  • Coordination with other advisors to promote efficiency and prevent oversights.
  • Follow-through . We won’t leave you with a “to do” list if you need our help to get the job done.

Our services are tailored to meet your needs. We begin the process with a discussion to identify issues and objectives. You will receive an engagement letter outlining our proposal to serve you and a check list for gathering data. Our analyses are presented to you along with a list of assumptions and preliminary conclusions. We work together to develop action steps, follow-up priorities and responsibilities. We hope to develop an ongoing relationship with you. We expect to update your financial plan periodically over the years.