Who is not a good fit for Trott Brook Financial
Our focus is retirement planning and investment management for individuals over-age 50. We typically recommend younger professionals seek an advisor focusing on young professionals. Additionally, we are not in the stock brokerage business. If you’re interested in stock tips or active trading strategies, our firm would not be a fit. Finally, we’re not a great fit for do-it-yourself investors. Our advice model and pricing are structured consistent with a full-service financial advisory firm. Some of our clients do self-manage a minority portion of their investment portfolio and we are happy to accommodate that. But for virtually all our core clients, Trott Brook Financial is managing the investment portfolio in coordination with a retirement plan and tax strategy.