About

Trailhead Financial Group takes a purpose-based approach to providing financial guidance.

Our goal is to understand where you are today and where you want to go, so we can develop a strategy that reflects your priorities and values.

Financial services

• Financial planning.
• Retirement accumulation and income planning.
• Estate protection strategies.
• Solutions for businesses.

Investments and mutual funds

• Complimentary portfolio reviews: asset allocation, diversification and risk analysis.
• Business retirement plans: 401(k), SIMPLE IRA and SEP, nonqualified plans.
• Managed accounts.

Retirement

• IRAs: Roth, traditional, IRA conversions to Roth IRAs.
• Charitable gifting strategies.
• Legacy and wealth transfer.