We do not sell financial products so you may be confident that our advice is based only on the best interests of our clients. Our guidance is based on sound academic principles. We understand the impact that complex, interrelated concepts have on your overall financial situation.
Whether you are a novice or a seasoned investor - "a do-it-yourselfer" or too busy to focus on personal financial matters - we will design a level of service that fits your needs and makes economic sense.Busy executives and professionals can rarely devote the effort necessary to address the complex financial issues facing them and their families.
Whether you are a novice or a seasoned investor - "a do-it-yourselfer" or too busy to focus on personal financial matters - we will design a level of service that fits your needs and makes economic sense.Busy executives and professionals can rarely devote the effort necessary to address the complex financial issues facing them and their families.
Services
Personal Financial Planning and Tax Compliance
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Trumbower Financial Advisors, LLC brings you impressive academic credentials and many years of experience in the areas that are of most concern to you. 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.
Investment Advisory Services
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Step 1 - Identify goals, risk parameters, liquidity needs and other factors that affect investment strategies. Step 2 - Evaluate your current asset allocation and investment positions in view of the criteria established in Step 1. Step 3 - Select a target portfolio that reflects general principles of Modern Portfolio Theory.
Fee Schedule
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Includes municipal bonds, corporate bonds, CDs, US Treasury and related securities, MBS and structured notes. Government auction orders (notes and bonds) are subject to a $50 trading fee. Margin Borrowing FABLR7 + an additional percentage based on sliding scale determined by total amount borrowed. The fees and commissions described above have been negotiated on behalf of our clients.
Professionals
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Victoria offers clients a unique combination of technical expertise and practical insight. She can identify and communicate important factors related to a complex situation and help people evaluate and optimize their personal financial opportunities. Victoria was a pioneer in the development of comprehensive, fee-based financial planning services in the public accounting profession.
Retirement
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Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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