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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

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The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

Matching the Market

A look at the many types of indexes and indexed investments tracking various segments of the economy.

Health Savings Accounts and Your Retirement

An HSA could play a role in a longer-term retirement strategy because of three powerful tax benefits.

Cleaning Up Your Financial Records

Make it easier to find financial documents when you need them with these organization tips.

More Newsletters →