Services


Mission Statement: Mission Trails Financial provides awareness, education and implementation for individuals and businesses looking to navigate their financial pathways.


Individuals

  • Comprehensive Financial Planning
  • Investment Portfolio Review & Management
  • Insurances Review and Implementation
  • Coordination of Employee Benefits with Personal Assets
  • Estate Planning
  • Tax Planning Coordination

Businesses

  • Group Insurance Benefits
  • Company Sponsored Retirement Plans
  • Financial Education Seminar Program
  • Goal Setting
  • Forecasting
  • Analysis & Budgeting

What is Wealth Management?


Individuals

What is the personal comprehensive financial planning process? First, we listen. We want to know what makes you, you. What are your personal financial goals? What trail do you want to take? If your financial goals are unclear or undetermined, we’ll help you define and set them. Second, we will help decide what gear and training are necessary to reach those goals. We’ll work closely with you to map out your financial portfolio and determine what mix of products best suit you. Third, we will walk with you—every step of the way—as you journey on your trail toward your financial goals.

Businesses

What is the comprehensive financial planning process for a business? Goal setting: Where do you want your business to be in 1, 5, or 10 years? We will help you determine what drives your business and which drivers are most profitable. Together, we will build the trail to connect your goals with those drivers. Once built, we will walk the trails on an ongoing basis to ensure that milestones are reached or necessary adjustments are made.

Fiduciary

Fiduciary Responsibility – Unlike most brokerage firms, Mission Trails Financial is a Registered Investment Advisor (RIA). We have a fiduciary responsibility to act in the best interest of our clients by providing independent, objective advice. We represent only our clients and are compensated by only our clients.

The Board of Directors, Representatives, and Financial Advisors comprising NAPFA have developed the following definition of Fiduciary:
fi•du•ci•ar•y – A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client.  This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.