About Us

 

 

At Troy Associates, we focus on working with individuals and small to medium-sized business owners to protect their assets and satisfy their financial planning needs. 

 

Individual Planning Services

 

Family Protection

  • Life Insurance
  • Disability Income Insurance
  • Retirement Planning
  • Long-Term Care Insurance
  • Estate Planning
  • Tax Savings Strategies
  • Charitable Giving Strategies

Wealth Accumulation

  • Retirement Planning
  • Retirement Plan Distributions
  • 401(k) Rollover
  • Traditional IRA
  • Roth IRA
  • Managed Investment Accounts
  • Variable Annuities
  • Fixed Annuities
  • Mutual Funds
  • Education Funding

 

Business Planning Services

 

 

 

Employee and Executive Benefit Planning

  • Split-Dollar Life Insurance
  • Deferred Compensation Plans
  • Group Health Insurance
  • Group Life Insurance
  • Group Long-term Care Insurance
  • Group Disability Income Insurance

Qualified and non-Qualified Retirement Planning

  • 401(k)
  • TSA/403(b)
  • Traditional IRA
  • Roth IRA
  • SIMPLE IRA
  • Profit Sharing Plan
  • Money Purchase Plan
  • Simplified Employee Pension (SEP)
  • Employee Stock Option Purchase (ESOP)

Planning for the Future of Your Business

  • Buy-Sell Arrangement Funding
  • Key Person Life Insurance
  • Business Succession Planning 

At Troy Associates, we strive to be of service to you.  We look forward to helping you move forward, as you achieve your financial goals and celebrate your personal and financial successes.

 

 We currently have representatives registered to offer securities in the States of Arizona, Arkansas, Florida, Minnesota, Nevada, Ohio, and Wisconsin and insurance products in the states of Arizona, Arkansas, California, Florida, Iowa, Minnesota, Nevada, Ohio, Wisconsin.  This is not an offer to sell or solicit securities or insruance in any other state of jursidiction.

 

 

Securities and Investment Advisory Services Offered through H. Beck, Inc., Member FINRA, SIPC
 
H. Beck, Inc. and Troy Associates are not affiliated