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.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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.

More Calculators →

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

Should You Wait to Claim Social Security?

Factors that retirees should consider when making the important financial decision about claiming Social Security.

Overcoming Cloud Confusion

Cloud-based services available to businesses and some of the pros and cons.

Entrepreneurs Get Back in the Game

Start-up activity rose to a 14-year high in 2012; some first steps for turning an idea into a profitable business.

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