Delivering Financial Peace of Mind with Unequaled Confidence and Conviction.

Welcome to FinTrust. To Serve You Better, Please Choose One.

WHICH ONE BEST DESCRIBES YOU?

There’s no such thing as a one-size-fits-all approach to financial advice. That’s why we tailor financial solutions according to your unique situation. No matter where you are in life, we’re here to help. We are available should you have questions. Start by completing this form and we will get in touch with you.

Starting Out

learn more >

Mid-Life

learn more >

Pre-Retirement

learn more >

Retired

learn more >

Legacy Planning

learn more >

Uniquely Women

request information >

YOU DESERVE THE FINANCIAL PEACE OF MIND OUR TEAM OF CREDENTIALED PROFESSIONALS CAN DELIVER

You want to face your financial future with complete confidence. Common concerns and questions among our clients and prospective clients include: do I have enough to retire and maintain my lifestyle? How do I ensure that my family and heirs are taken care of? How much should I save towards retirement? What are the best strategies to minimize my income taxes and estate taxes? Do I have too much life insurance? Should I convert my IRA to a Roth IRA? How should my spouse and I plan for unexpected medical expenses? What investments strategies are most likely to preserve my wealth against inflation and taxes? How can I better grow, finance, or sell my business? Should I consider a formal plan of support for important charitable organizations? Should I pay off my mortgage or put more into my 401(k)?

As you navigate life’s financial decisions, our team of experienced, credentialed professionals will actively listen to your financial concerns and then guide you with strategic thinking. We combine a consultative approach to client discovery, portfolio management, and client service with cost- effective pricing. We engage our clients in the design of their financial plans, investment strategies, and service expectations.

VIDEO LIBRARY

INSIGHTS CENTER

  • Episode 3—From the Desk of Podcast: Coffee, Tea, Taxes, and Roth Conversions
    As we end the second quarter and approach the July 4th holiday, I thought we might focus today’s podcast on coffee, tea, and taxes. After the worst first half of the year for the stock market since 1970, I think most of us could use a little caffeinated pick-me-up before we pitch our stocks and bonds overboard into the harbor to protest the inflation tax which has descended upon the nation. So, with me today to discuss better forms of tax protests are FinTrust Director of Financial Planning Cassidy Murphy, and Will Kibler, Investment Advisor with FinTrust, who works with retirement plans, retirement plan participants, and personal wealth clients....
  • Portfolio Commentary—2nd Quarter 2022
    SUMMARY and TAKEAWAYS High inflation and Federal ...
  • Bethany Thompson Accomplishes Path to U.S. Citizenship
    FinTrust is pleased to announce that Bethany Thompson, ...
  • HAPPY FOURTH OF JULY!
    OUR OFFICE WILL BE CLOSED ON MONDAY, JULY 4TH, 2022, ...