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Services

How We Work

Since 1978, our firm has specialized in helping individuals and small businesses develop sound retirement strategies. We offer personalized, hands-on service while helping clients find the investment plan that suits them best.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Mutual Funds

ETFs

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Savings Plans for Small Business

Multi-Employer Collectively Bargained Plans

401(k)

Profit Sharing

Cash Balance

Defined Benefit

SIMPLE IRAs

Simplified Employee Pensions

College Savings Accounts

Traditional and Roth IRAs

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Keyman Insurance

Buy/Sell Insurance

Supplemental Executive Retirement Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

dhamilton@trustmontgroup.com 570-824-9343