Who We Serve
InTrust Advisors provides financial planning and comprehensive wealth management services to affluent and high net worth individuals with a niche focus on retirement and specialized planning for Christians.
We serve three distinct groups in our practice:
- Individuals Nearing Retirement
We work individuals and families of all ages to help them prepare for retirement, consider their available financial options both now and later in life, and provide “outside the box” planning, where required, for those who march to the beat of a different drummer and have special goals and objectives. We also work with those in retirement as well to help them realize their income and capital preservation goals while still growing their investment assets.
- Individuals With Past Employer Retirement Accounts
Recent studies by the Bureau of Labor Statistics show the average worker will change jobs 10.8 times during their lifetime leaving a trail of retirement accounts without cohesive planning, limited investment options or strategies, no flexibility, while at the same time paying much higher fees for these limitations. We help these workers develop a financial plan, consolidate these accounts and implement a strategy to maximize the value of these neglected assets to help them achieve their goals and objectives.
- Christians Desiring to Live Generously
According to a Barna Group study, the average Christian gives less than 4% of their earnings to ministry despite the fact that God’s word specifies a clear minimum tithe. We help Christians discover that the assets they have on earth are transitory, subject to the vagaries of earthly kings and then understand their role as stewards. Further, we energize and counsel them to look at such assets differently in light of the Great Commission and Prophetic Times to maximize their eternal return on such assets.
You can find simple case studies on each of these groups in the links on the right of the page.
InTrust Advisors, Inc. ♦ Tampa, Florida ♦ Phone: 813-253-2388