TrustCore’s three-step financial planning strategy helps you create, manage and protect your financial future. We call it the ABCs of financial planning.

A – Assess your personal and financial goals. What do you want to accomplish?

We begin by getting to know you and your present financial position. We analyze your income streams, expenses, assets and liabilities, tax position, insurance holdings, retirement and education funding, trusts and wills.
Then, we help you:
- clarify your lifestyle and retirement goals and define your time horizon for key
    financial, family and personal events.
- define your level of investment risk tolerance.
- define your time line for key financial, family and personal events.

B – Build a financial plan that reflects your current needs and future objectives.

Where do you want to be in five years? Ten years? Twenty-five years? We will assist you in objectively identifying your financial and personal goals, in order to establish a realistic strategy for your financial future. We will:
- complete a capital needs analysis
- create specific strategies for investments, insurance, education funding, estate
    and retirement planning
- design an investment portfolio that reflects your needs
- develop an estate plan

C – Coordinate the implementation of your plan.

Once a course of action is established, the next step is implementing it. We assist you in all phases of the implementation of your financial plan. We coordinate with your entire team of professional advisors to make sure no detail is overlooked. We will:
- coordinate with your CPA to implement tax reduction strategies.
- coordinate with your attorney to insure your Will is up to date, and accurately reflects your estate planning strategy.
- work with trust officers and other professionals as needed to implement your financial plan.

After your plan has been implemented

We will meet with you on a regular basis to review the progress toward your financial goals. As changes occur in your goals and in the economy, your plan will be updated to reflect the new factors. Your assets are carefully managed to protect and grow your wealth. We closely monitor the economic indicators, market performance and changes in tax and estate laws. In addition, we carefully scrutinize the performance of your investments against their benchmarks. We constantly weigh these factors against your overall financial position, and recommend strategies that continue to maximize your wealth.