FOR PERSONAL

Guiding You & Your Family Towards Financial Health that Endures

When you’ve found success in your business, you want to know that your hard-earned resources are reaching their full potential. Most forward-thinking investors and entrepreneurs are not only concerned with achieving personal and life goals, but also bringing to light the hopes they have for their families, and the world around them. 

PERSONAL FINANCIAL PLANNING

INVESTMENT ADVISORY SERVICES

FAMILY OFFICE SERVICES

RETIREMENT TRANSITION FOR OWNERS

PERSONAL PLANNING

Helping your Family Navigate the Impacts of Entrepreneurship

Our team understands the impact owning a business can have on a family. This is why our planning services are focused on not only personal and retirement planning, but finding efficient ways to facilitate wealth across generations. 

We will work with you to:

  • Develop a plan that encompasses every aspect of your finances
  • Successfully intertwine your business with your own resources
  • Organize your finances for easier decision making and clarity
  • Offer management and advisement with an open-architecture approach
  • Provide investment advice that fits with your unique philosophy

Life-Stages Planning

Let us help you navigate the complexities of business and life.

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 23-519 Exp. 02/2026
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