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.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

The Second Time Around

Estate planning strategies for blended families, including various methods for dividing assets among heirs.

Finding Lost Money

Though finding buried treasure is unlikely, discovering “lost” money or other assets may not be a fantasy after all.

Bracing for Potential Cybersecurity Threats

Understanding cyber security threats and some tips to help small businesses defend their data and protect their interests.

Changing Jobs? Careful with Your 401(k)

Are you thinking about cashing out of a 401(k) plan? Do you know your options and the potential consequences?

More Newsletters →

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