Our Services

 

SERVICES

The Trust Group Financial Services is a full-service estate and retirement planning firm. We specialize in helping pre-retirees and retirees reach the retirement goals they’ve always dreamed of. Throughout our four-step process, we collaborate to find the strategies that fit your specific needs.

We know you’re not exactly like your next-door neighbor or your best friend, which means your goals and aspirations are unique. That’s why we’re here, to help navigate you through all your options and guide you in the right direction.

Let’s see what we can do for you.

Estate Planning
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A Last Will and Testament may not be the only document you need when it comes to managing your estate.

ESTATE PLANNING

Estate Planning is the foundation for your overall financial plan. It controls how your assets are titled and what happens not only while you're alive, but also when you pass.

Approximately half of the U.S. population does not have an estate plan, and the other half that does is likely missing a key component. Often times we find errors, fragmented planning or no plans at all. Those very reasons are why we have a special court system in our country and thousands of attorneys who specialize in figuring out what you wanted, but the question is, at what cost?

Fortunately there are strategies to mitigate -and often eliminate- these pitfalls. However, the plan must be in place prior to the event or crisis.

 

At The Trust Group Financial Services we have relationships with the top attorneys in the Tampa Bay area, and by joining our services, we put together a comprehensive plan that fulfills a number of objectives. The plan's goals include avoiding the cost, delay and publicity of the probate court system. To facilitate administration of your assets in the event you become incapacitated. To mitigate or eliminate Federal Estate Taxes (The Death Tax). And finally, to ensure the plan is incorporated into your overall financial plan to provide you and your family with care, comfort, maintenance, support and a lasting legacy.

To learn more about estate planning for your unique situation, start the process now.

 

RETIREMENT PLANNING

As a full-service, independent financial planning firm, The Trust Group Financial Services offers an array of strategies for addressing many financial concerns while setting expectations and achieving goals. Our experience has allowed us to become an authority in retirement planning for the Tampa Bay community.

 

Being independent gives us distinct advantages, we’re not tied to a particular financial company or product line, so we truly work in the best interests of our clients and are committed to sharing our expertise on how to maximize their retirement and mitigate risk.

Whether it’s creating an income stream you can’t outlive, maximizing the value of your assets to protect your family or preserving a legacy for your beneficiaries, clients confidently rely on us to get them where they need to be.

 

Discover a better path for your retirement.

Who's Your Sherpa?
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Do you have a Retirement Sherpa? Making it to the top of your retirement mountain comes with its own set of challenges. Yet, equally as challenging is making it down the retirement mountain.