Trent LaMonica Financial Advisor

History

After working for another firm out west, I wanted the opportunity to work somewhere The that had the financial strength, history and reputation that made it easy for other people to do what was right for their family, and more importantly, made it easy for me to do right by them. You can take comfort in the fact that I have been a proud resident of the Austin and Cedar Park community for a number of years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father and husband, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources at my disposal.

Specialties

Depending on your situation, there are a variety of products and accounts that can help you create a plan for such things as college funding, retirement, managing costs for extended periods of care and lifetime income strategies. My job is to make sense of it all and recommend a plan that is unique to your lifestyle and goals. I work with individuals and business owners to help create a dynamic strategy for today and into the future.