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FAITH-BASED RETIREMENT AND WEALTH PLANNING

Helping Christians retire with peace, purpose, and generosity.

“But seek first his kingdom and his righteousness, and all these things will be given to you as well.” ― Matthew 6:33

Retirement isn’t just a financial milestone—it’s a spiritual one. For Christians, this season is about stewardship, generosity, and leaving a legacy that honors God. At InTrust Advisors, we help you create a plan that aligns with your faith and provides peace of mind for the years ahead.​

What Makes Us Different

Most advisors focus on investments. We focus on purpose.

​Our approach combines practical financial strategies with biblical principles of stewardship, so you can:
✔ Retire with confidence and clarity
✔ Give generously without sacrificing security
✔ Pass values, not just valuables

Get your 15-minute retirement check-in
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Our Services for Christian Families
  • Retirement Planning with Eternal Perspective
    Align your financial decisions with your calling and goals.
  • Generosity Planning
    Explore tax-smart strategies for charitable giving and kingdom impact.
  • Legacy & Succession Planning
    Create a plan that reflects your faith and provides for future generations.

Learn More About Strategy Sessions
Free ResourceDownload Your Free Guide:
The Christian Retirement Blueprint – 7 Steps to Retire with Peace, Purpose, and Generosity
[Insert button: Get My Free Guide]
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Get Organized for Free Today
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This process is both informative and fun using our financial planning tools.  Click on the video below​ to learn more about one such tool.

Get started today organizing your financial life, click the button below to get started with this free tool.  It is free to get started! 
Get Organized for Free Today
Please note that you are clicking a link to RightCapital, a financial planning software.  This link will allow you to enter information about your financial situation, goals, income and more.  This free version has limited functionality but will provide a basic snapshot of your financial situation and probability of success in Retirement as outlined in our 1/1/25 Blog Post entitled Start the New Year with a Plan.  Please request a Free Consultation (below) to discuss a more in-depth financial plan using our Partnered Planning Process. 
contact us to learn more

​Take the First Steps Towards Clarity and Security!

REQUEST MORE INFORMATION ON OUR FINANCIAL PLANNING SERVICES

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© 2025 InTrust Advisors, Inc.  All Rights Reserved
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. InTrust Advisors U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
CONTACT US  |  ​PRIVACY POLICY   |   DISCLOSURES  |  VIEW OUR FORM ADV 2 A & B  |  VIEW OUR FORM CRS | INTRUST FAQ

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TAMPA, FLORIDA / PHONE: 813.253.2388
EMAIL: [email protected]
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  • Home
  • Services
    • Financial Planning Services
    • Wealth Management
    • Family Office Services
  • About
  • Insights
  • Let's Connect
  • Resources
    • Login
    • Free Tools, Infographics and eBooks