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Our Process

Nothing can replace a personal relationship with a trusted advisor who truly understands your goals and
objectives. At Troutman & Associates, we begin each client relationship by seeking to understand what
makes you unique. We listen to you. We seek to understand your goals and provide financial solutions
based on your core values and what is truly important to you.

To help provide effective strategies for your financial needs, we gather significant facts about your
financial situation and goals, analyze this data, and prepare a financial program which includes
recommendations on how to meet your personal financial goals. Then, we tailor our services to your

We can help you:

  • Implement investment strategies to help increase and protect your wealth;
  • Minimize taxes, while maximizing the money you save and invest for your future;
  • Make wise decisions about your retirement accounts and plan your distribution strategy as
    you near retirement (or now that you are retired);
  • Put effective protection plans in place to secure your financial future against the
    unexpected; and
  • Design strategies to help you grow your assets after retirement to ensure you’ll live
    comfortably and leave a lasting legacy of financial security for your loved ones.

The value of objective advice

At Troutman & Associates, we are independent and objective. We strongly believe the most effective
advisor/client relationship results when there is no conflict of interest due to compensation
arrangements with outside parties.

As such, we have no proprietary investment products to recommend and no vested interest in
promoting a particular product or service. Our only interest is that your portfolio meets your financial
objectives, and you're always assured of unbiased recommendations and advice.

For more information send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  (630) 634-7800