Financial Guide

Trent C.

CERTIFIED FINANCIAL PLANNER™ Practitioner

Accredited Financial Counselor®

I enjoy the application of my book learning to someone's unique scenario. Not one situation is alike. Everyone needs someone in their corner to help make tough decisions and it's a great honor to be that ally!

Blog Posts

How to Make an Early Withdrawal from Your 401k Account

A 401(k) is an employer-sponsored retirement savings plan with the goal of saving enough that you can make withdrawals in...

Read in 7 minutes

Ready to better serve your clients?

Take your wellness offerings to the next level with our team of financial guides.

Request a demo