
Retirement Services
Give yourself long-lasting financial security by investing in a retirement plan.

The time to plan for your future is today.
InvesTrust can help you create a retirement plan that will give you long-lasting financial security and peace of mind. Our experienced professionals will design a cost-effective plan that’s right for you.
Employer Sponsored Retirement Plan Consulting
InvesTrust provides retirement consulting on a non-discretionary basis to qualified and non-qualified deferred compensation plans. We develop Investment Policy Statements (IPS), recommendations of investment vehicles, monitoring investment performance, recommendations of fund replacements, research, comprehensive reporting, and sponsor education.
We’re here to help you make informed decisions, setting you up for long-term financial success.
401(k) or ROTH 401(k)
The best choice for companies of all sizes, 401(k) plans offer pre-tax retirement accounts both you and your employees can contribute to. As an additional benefit, some companies also offer ROTH 401(k) plans as an option.
457(b) and 403(b)
Retirement accounts for public schools, charities, and state and local governments.
Roth IRA
A retirement account for individuals. Contribute after-tax dollars and withdraw your money, after age 59 1/2, with no taxes due.
Traditional IRA
This plan is for individuals. Pay no taxes on your contributions until you withdraw your money.
Our Clients
Individuals
Retirement Plans
Charitable Organizations
Corporations or Business Entities


Honest
We are the client’s trusted advisor.
We are good stewards of client assets, time, and energy.
Our experience and expertise are second to only to our commitment to doing what is right for clients.
Ready to learn more?
Tell us about yourself and we’ll be in touch, right away.
Insights
Anxious About Your Finances?
A study of financial capability found that older Americans were significantly less anxious about personal finances than younger people. However, about one-third of non-retired people 55 and older had no retirement account. A comparison of the percentages regarding financial anxiety and retirement accounts suggests that having sufficient resources to contribute to a retirement account is…
Give Your Money a Midyear Checkup
Goal Overhaul Rising prices put a dent in your budget. You put off a major purchase you had planned for, such as a home or new vehicle, hoping that inventory would increase and interest rates would decrease. A major life event is coming up, such as a family wedding, college, or a job transition. Both…
Financing Options to Help You Ride the Mortgage Rate Roller Coaster
Adjustable-Rate Mortgages With an adjustable-rate mortgage (ARM), also referred to as a variable-rate mortgage, there is a fixed interest rate at the beginning of the loan which then adjusts annually for the remainder of the loan term. ARM rates are usually tied to the performance of an index. To determine the ARM rate, the lender…
Continue Reading Financing Options to Help You Ride the Mortgage Rate Roller Coaster