Trapp Financial Services

Welcome

Here at Trapp Financial, we have one goal: to help you work towards reaching your goals. We provide resources and programs that effectively reflect the unique needs of each individual.

We fully understand the anxiety involved when immersed in such an important process and are here to assist you in any way possible. If you are seeking professional investment management, we believe that the most important decision that will be made is the organization with whom you choose to work. There is a significant degree of discretion, trust, and confidence involved in the advisor/client relationship. At Trapp Financial, we have made it our priority to continually earn your trust and confidence.

We encourage you to explore our site and learn more about the services we offer. In addition, we are pleased to offer you a free, no obligation financial checkup as a way of introducing our services to you. Whether you are new to utilizing professional financial services, or if you would simply like a complimentary and thorough second opinion on how your portfolio is being managed, we invite you to contact our office to schedule your appointment.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Car Affordability

How much can you afford to pay for a car?

More Calculators →

The Problem with Projections

2015 forecasts for GDP, inflation, and unemployment, and the role and limitations of economic projections.

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

HOT TOPIC: Housing Trends – New Rules Could Revive Recovery

Current housing trends, the role of the government in the housing-finance market, and what changes could mean.

Time to Cash Out?

Common valuation methods and how small-business owners can get the best price when selling their businesses.

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