Who is an ideal client of Trott Brook Financial?

The focus of our firm is creating and implementing tailored retirement strategies that take in account many factors beyond investments. Those include Social Security strategy, income taxes and estate planning. We constantly see situations where individuals miss opportunities or make mistakes because they didn’t consider all the other important areas of personal finance beyond investments. The typical profile of our clients are individuals/couples over age-50 that have accumulated $1-5 million of savings and are seeking to work with a professional on an ongoing basis.