Investments

The Trustmont Group provides registered representatives with the tools to create investment plans tailored to clients’ specific needs. When your client is considering a variety of investment factors, like insurance needs, tax liability and estate planning, Trustmont helps you explore the total financial picture to offer your clients the most sound investment advice.

Trustmont registered representatives and advisors help their clients identify and articulate life’s priorities. You are given the tools to analyze your client’s current investments and examine time horizon, tolerance for risk, need to earn income on investments and major expenditures, like a child’s education or a parent’s long-term care.