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.

Car Affordability

How much can you afford to pay for a car?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Disability Income Insurance

How much Disability Income Insurance do you need?

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New Math for Social Security

In 2017, Americans born in 1955 become eligible to claim Social Security benefits at the earliest claiming age of 62.

The State of Social Security

The current state of the Social Security program and possible solutions to address the program's projected shortfall.

Six Steps to Launching a New Venture

Here are some important first steps entrepreneurs should consider when starting a new venture.

Mutual Benefits: Funds to Pursue Your Goals

An overview of nine different types of mutual funds, ranging from lower risk to higher risk.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck