Commitment
We are fully committed to keeping you informed and involved in the wealth management process. This pledge attests to that commitment. We pledge to provide you with experienced financial advice, supported by our team and our systems to consistently fulfill that promise.
Together, we share this responsibility and the following is an overview of our commitment to that end. Additionally, we outline what we will need in return to help you succeed.
Portfolio Reviews
Our Core Services
As part of our commitment to helping you achieve your goals and objectives, we provide the core wealth management services that have come to exemplify the Trowbridge Financial Services name. To that end, we either provide or facilitate many aspects of financial planning. These services are listed below.
- 401(k), 403(b), and 457 plans
- IRA, Roth IRA, Brokerage and Managed Accounts
- Education Saving Plans, 529 Plan
- Estate Planning
- Business Succession Planning
- Trusts and Charitable Giving
- Retirement Planning
- Insurance, Critical Illness Contingency Planning
- Multi-generational Financial Planning
- Travel Insurance
- Investment Advisory - Fee Based Accounts
Service
Response time:
You should always feel free to contact us any time. You can expect that any call made to our office before 4:00 p.m. will be returned by your advisor or someone on the team, on the same day. Calls made after 4:00 will be returned on the next business day.
Problem resolution:
While we strive to perform error free, we promise that any discrepancies will be resolved within a resonable time frame, and a status update within that time.
Your Team
We focus on delivering financial solutions tailored to your special needs. Each member of our team plays an important role in meeting those needs. Below is an overview of our team, along with details on who to call with specific questions.
- Susan Trowbridge: Portfolio Reviews, Mutual Funds, CD's, Annuities, 401(k), 403(b), 457's, IRA's, Roth IRA's, Education Saving Tools, 529 Plans, Estate Planning, Retirement Planning, Health Insurance, Life Insurance
- Dana Trowbridge-Mette: Portfolio Reviews, Mutual Funds, CD's, Annuities, 401(k), 403(b), 457's, IRA's, Roth IRA's, Education Saving Tools, 529 Plans, Estate Planning, Retirement Planning, Health Insurance, Life Insurance, Travel Insurance, Investment Advisory Fee-Based Accounts
- Tammy Ervin: Group and Individual Medical, Dental and Vision Quotes, Benefit Questions, Short/Long Term Disability, Medicare Questions, Claims, Payments, Employee Enrollments and Terminations, HRAs, HSAs, COBRA, ACA and POP
- Danielle Riffle: Account Values, Investment Appointments, Form Updates, Statements Questions, Financial Questions
Our Education
Client Commitment
Up to this point, our service commitment to you has been outlined. We believe this is a collaborative effort and we view you as a partner. With your help we can fulfill our promises to provide you with the best possible advice that we can offer. In return, we ask that our clients commit to meeting with us and providing us with all necessary information to ensure that we are managing your assets.
Based on our initial assessment of your long-term goals and risk tolerance we have agreed on an asset mix of (details). This mix was identified to provide you with the management that you are seeking. We will do our best to keep you, and your assets, focused on success and urge you not to deviate.