Wealth Management in New Haven, Indiana

November 25, 2024

If you’re considering securing your financial future with a custom wealth management plan, Troyer Retirement will guide you through every step.

Whether you’re planning for retirement or setting aside assets for future generations, our wealth management services focus on your unique financial picture.

Get in touch with Troyer Retirement at 1-260-247-9099 or email Retire@TroyerRetirement.com to start crafting a financial plan that fits your life and goals.

Personalized Wealth Management in New Haven, Indiana

At Troyer Retirement, we understand that each person’s financial journey is different. That’s why we prioritize a one-on-one approach, working closely with you to grasp your goals and financial landscape.

By understanding your needs, we can create a wealth management plan that aligns with your goals and helps you move forward confidently.

Our wealth management services in New Haven, Indiana, cover every aspect of your financial journey. Whether you’re interested in financial management, retirement planning, or legacy planning services, our advisors are here to help.

Why It Matters

Building a stable financial future isn’t just about putting money aside—it’s about having a well-rounded plan that aligns with your lifestyle, family needs, and long-term dreams.

Wealth management helps you maximize your assets so they work effectively for you now and into your retirement years. At Troyer Retirement, we have in-depth knowledge about wealth management in New Haven, Indiana, and we offer services that adapt to your financial needs.

Financial Management for a Steady Future

Focused Strategies

Investing can be a powerful tool for building wealth, but finding the right path for you can feel overwhelming.

Our team will work with you to find options that fit your comfort with risk and align with your financial goals. We’re dedicated to creating a well-balanced portfolio that can weather market changes while keeping your future goals in mind.

A Diverse Portfolio with Room to Grow

We spread your wealth across various assets, such as stocks, bonds, and mutual funds, to help reduce risks and add stability to your portfolio. By diversifying, we aim to preserve your investments and build a more resilient financial foundation.

Our approach is based on understanding the current market while keeping your future in mind so you can make financial choices confidently.

Retirement Planning for a Smooth Transition

Income Planning for Retirement

Preparing for retirement goes beyond saving—it’s about setting up a financial structure that provides consistent support once you stop working.

Our retirement planning strategies include establishing reliable income sources that give you added confidence throughout retirement. A structured plan tailored to your lifestyle could allow you to enjoy retirement without potential financial worries.

Optimizing Social Security Benefits

Social Security is vital to most retirement plans, and getting the most out of these benefits can make a significant difference. Our advisors help you decide the best time to claim benefits based on your situation.

With our guidance in wealth management in New Haven, Indiana, you can rest easy knowing your choices support a comfortable retirement.

Preserving Your Finances with Smart Tax Strategies

Tax-Efficient Strategies and Preparation

Wealth management strategies often include taking a proactive approach to taxes. At Troyer Retirement, we use tax-efficient strategies to help you keep more earnings. By staying up-to-date on tax regulations, we guide you on minimizing taxes across different portfolios.

Roth Conversions and Diversifying Taxes

We guide Roth conversions, an intelligent option for tax-free income during retirement. By diversifying you retirement accounts, you could be less impacted by tax changes and possibly enjoy a more stable income in your golden years.

Our approach to wealth management in New Haven, Indiana, emphasizes strategies that reduce tax burdens over time.

Legacy Planning for the Next Generation

Building Your Legacy

Legacy planning is more than just passing down assets; it’s about ensuring your loved ones are well cared for according to your wishes. We work with you to design a plan that reflects your financial goals and family needs. We guide you through the legacy planning process to ensure that your legacy is handled according to your wishes.

Reducing Estate Taxes

With the help from your estate planning attorney and tax preparer, we can discuss options and strategies to limit estate taxes, ensuring your wealth is transferred effectively to those you care about. Options like charitable donations and trusts are among some of the tools that we can discuss with your team to ensure your wishes are met.

Risk Management and Preserving Your Assets

A crucial part of wealth management is securing your assets. We’ll work with you to select the suitable insurance options for your needs, whether life insurance, disability insurance, or long-term care. These options help keep unexpected events from disrupting your financial plans.

Beyond insurance, we apply asset preservation strategies to help shield your wealth from liabilities. We aim to ensure that your assets stay preserved and growing so you can feel at ease no matter what life brings.

Service Areas

• Fort Wayne
• Woodburn
• Hoagland
• Monroeville
• Zulu
• Maples
• Arcola
• Huntertown
• Leo-Cedarville
• Harlan

For more about the services in New Haven, visit the official government website.

Discover Wealth Management

We’re honored to serve the New Haven community with our experience and dedication to financial growth. Wealth management isn’t a one-size-fits-all service, and we strive to give you the support and resources needed to reach your financial aspirations.

Disclosure: Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.