How does someone determine when they can retire? Do they know how much they will have in retirement? These are only two questions, yet they can provoke a great deal of thought and each individual will give a different answer to these questions. There are many more questions to be answered as well and how does one go about making these decisions, such as paying for education, creating a legacy plan that can be tax efficient. There are solutions and I can help you achieve these and other financial goals you may have.
Born and raised in Northern Virginia, I have been in the financial services industry since 1989. I started my career at a local bank, Ameribanc and worked in various aspects of the banking industry and then began the journey in the financial planning sphere in the late 90’s. Having been with industry giants like New York Life and MassMutual. During my time at these companies, I learned that there are many options that clients have before them when it comes to planning for their various life events, such as retirement, estate planning, college planning to name a few. When approaching these events, one size does not fit all and the large companies have limited options and solutions. This is the reason I started Marc Trost Financial, Inc., to take advantage of the tools available from a wide range of companies.
Here at Marc Trost Financial, Inc., we bring the solutions you need so that you can address any and all financial concerns that may be facing you and your family. We employ a holistic approach that takes into account the factors that are most important to you and your family. We bring you through our “comprehensive approach” to bring to the table strategies that are personalized for you and your family. We are here to provide answers to the financial questions that keep you awake at night so you are able to come to an educated decision that best benefits you and your family.