Featured Article

Take a Retirement Test Drive

Heather Jordan  – November 15, 2024
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s ...
Keep Reading

Featured Article

10 Tips for a Carefree Retirement

Brett Sebion, Financial Coach  – July 31, 2024
The steps you can take to give yourself peace of mind when entering your retirement years After spending decades in the workforce, everyone deserves to experience a carefree ...
Keep Reading

Featured Article

Am I Saving Enough for Retirement?

Brett Sebion, Financial Coach  – June 21, 2024
“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best ...
Keep Reading

Featured Article

Building Wealth the Time-Tested Way

Heather Jordan  – May 24, 2024
While it can be pleasant to dream of sudden wealth, it’s not a realistic way to approach retirement planning. If you want to increase your chances of enjoying a financially ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
Financial PlanningGetting Started
How Does MoneyGuidePro Work?
Heather Jordan  – November 22, 2022
MoneyGuidePro is a financial planning tool we use to help guide you on your financial planning journey. Wondering how it works? This video provides an overview.
Keep Reading
Financial PlanningGetting StartedInvestingRetirement
Introducing EMERJ360
Angela Strangman  – June 29, 2022
This new division of Trust Point is backed by our same long-standing fiduciary values and experienced investment team. Heather N. Jordan, CFP®, MBA, Managing Director and Brett A. Sebion, Financial Coach, share what Emerj360 offers. Heather: We are so happy to introduce Emerj360, Trust Point’s new division. It’s grown from the belief that expanded services […]
Keep Reading

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
Open Account right-arrow-dark Open Account right-arrow-dark