Trutina means “balance” in Latin and that ideal guides how my colleagues and I approach our clients, responsibilities and our lives. I’m proud to be part of a team that balances an understanding of market conditions and historical trends with a deeper understanding of our clients as individuals. We invest in our clients before we invest for them. And that commitment extends to our community as well. Services: Wealth Management Services • Top Level Advice – working with industry recognized, proven specialists • Team Investing – delivering the benefit of multiple perspectives • Independent Firm – so no obligation to sell a particular product Benefits Services • Retirement Plans – 401(k)’s, 403(b)’s, SIMPLE’s, SEP’s and more • Healthcare strategies – gain understanding, reduce costs, preserve capital • Voluntary Insurance – to aid employee recruiting and retention
