InTrust Advisors Announces New Purpose Driven Wealth Process

Sign up for our posts by email
No Spam Guarantee
  • Sharebar

Managing Director, Jeff Diercks, announced today that InTrust Advisors would implement a new Purpose Driven Wealth Process for existing clients.

According to Mr. Diercks, “over the past few years, the volatility of the stock market has illustrated the importance of a more comprehensive approach to managing wealth. We began this evolution last year with our 5-step Wealth Planning Process for all new clients. Our strong desire to continue to improve our services for existing clients prompted us to re-evaluate and enhance our ongoing business processes to better serve our client needs in the years to come.”

Purpose Driven Wealth Process

With that in mind, InTrust Advisors introduced a new Purpose Driven Process focused on the four quarters of the year. For each quarter, InTrust Advisors will address one of the following themes with its clients:

  • Asset Management – a review of client wealth objectives and re-evaluation of investment allocations and strategies relative to the client’s goals.
  • Liability Management – a review of client liabilities and available options to consolidate and reduce debt.
  • Wealth Protection – an evaluation of the steps clients are taking to protect their estate from unforeseen events.
  • Legacy Planning – a review of strategies designed to assist them in the transfer of wealth, family philanthropy and/or stewardship.

According to Mr. Diercks, “we intend to send clients a brief letter each quarter with three questions to ponder in anticipation of a regular client conversation. These questions are to stimulate a client’s thinking and help us work together to continue to move them towards their financial goals.”

Mr. Diercks went on to say “this process should help prevent procrastination, create a disciplined approach to investing and it will allow our clients to rest easier knowing every aspect of your financial life should be covered and addressed.”

For more information on InTrust Advisors or our process, please visit our website at or call us at 813-253-2388.

About The Author Jeff Diercks

Jeff Diercks has written 236 post in this blog.

Mr. Diercks is the Founder and Managing Director of InTrust Advisors.

Related Posts Plugin for WordPress, Blogger...

Tags: ,

Is The End Of The Dollar Near? (Part 1)

The U.S. Dollar has been the de facto “Reserve Currency” of the world for so long now that most of us have never known another reality. So it might shock you to find out that the days of the U.S. Dollar as the world currency may be coming to a painful end. So what might this mean to you and how should you prepare?


How To Turn Your Annuity Into Tax Free Nursing Care!

In today’s world, the words tax free are getting hard and hard to find, especially when associated with nursing care. However, what would you say if you could take a portion of your annuity and turn it into tax free care in your old age? Let me also throw in that this is care that 6 in 10 of you will likely need anyways and if you don’t use it you can still build value for you or your heirs! Sound interesting? Well read on!


The Good, The Bad and The Ugly–What Does 2015 Hold for The Markets?

Today we outline both the bull and bear cases of 2015. As well as take a look at the market price charts to see what they tell us might be on the horizon for the coming year.


5 Ways To Pay For Christmas And Stick It To The Taxman!

What if I told you there were five relatively simple ways to pay for Christmas just by sticking it to your buddy the taxman? Interested? I thought you would be! Read on my friend and have a Merry Christmas!


The Trend Is Still Up

No market moves in a straight line (usually)! Let that sink in for a moment.

What we have seen over the past few years has been a market anomaly where there have been no 10%+ corrections since 2011. Markets don’t typically move straight up without substantial Central Bank intervention, as was the case here in the U.S.

The good news is the long-term trend is still intact. Find out what that means to your portfolio.


InTrust Advisors, Inc. ♦ Tampa, Florida ♦ Phone: 813-253-2388

© 2012, InTrust Advisors