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My Approach
Financial planning is about more than managing investments—it’s about making sure all the pieces of your financial life work together. At Trucess, I take a planning-first approach, helping clients connect their investments, retirement, taxes, insurance, estate planning, and other important financial decisions into one coordinated strategy. My goal is to simplify complex decisions, identify opportunities and potential blind spots, and give clients a clear path forward. As life changes, we continue to revisit the plan so the strategy evolves along with you.
The Clients I Serve
Business Owners, Executives, Pre-Retiree
Major Milestones I Specialize In
Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
At Trucess, we believe financial planning should be about more than investments. We work with clients to bring all the pieces of their financial lives together—retirement, investments, taxes, insurance, estate planning, Social Security, and major financial decisions—into one coordinated strategy. What sets our practice apart is our focus on planning first. We take the time to understand where you are today, what you want your money to accomplish, and what concerns could get in the way. From there, we identify opportunities, evaluate different strategies, and help you make informed decisions with a clear understanding of the trade-offs. Our clients can expect an ongoing relationship, not a one-time financial plan. As life changes, tax laws change, markets move, or new opportunities arise, we revisit the plan and make adjustments when needed. Our goal is simple: provide Planning, Advice, Organization, and Outcomes so clients have a clear strategy and someone helping them make better financial decisions along the way.
Disclosures
Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated. Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client. Rossby Financial, LLC does not offer tax or legal advice. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.