Michael D. Trnka
Michael D. Trnka specializes in working with clients who are in retirement or are approaching retirement by supporting them with personalized strategies that help reduce risk in their portfolios and focus on income generation.
Understanding a client’s goals begins with learning about their family structure and their unique needs. With a comprehensive understanding, Michael recommends and helps his clients decide on implementation strategies to help best achieve their goals.
Strategies within the financial plan include asset management, retirement income generation, portfolio diversification, gifting strategies, insurance needs, and estate planning.
• Analysis and evaluation of a client’s complete financial picture, leading to the development of a financial plan with a personalized strategy.
Implementation & Execution
• With an agreed upon plan, the details are put into action to start working towards the client’s defined goals.
Monitoring & Tracking
• Ongoing review of the financial plan helps to ensure progress towards goals continues to be made.
Specializing in investment management, retirement and estate planning for individuals and families, Michael started his career as a Financial Advisor with a Bachelors of Business Administration in Banking and Finance. He has been in the financial services industry since 1989.