detray.trekfinancial.comDetray Investment Group

(419) 782-7030 Let’s chat! Email Us Follow us on Facebook! Home Our Story and Team Our Team Deborah DeTray Our Promise What We Do Investment Management Retirement Income Planning Financial Consulting Tax Planning Resources Explore Our Resources Blog Retrirement Insights News Clients Client Access & Support Contact Menu Home Our Story and Team Our Team Deborah DeTray Our Promise What We Do Investment Management Retirement Income Planning Financial Consulting Tax Planning Resources Explore Our Resources Blog Retrirement Insights News Clients Client Access & Support Contact Welcome to DeTray Investment Group WE ARE FIDUCIARIES FOCUSED ON INVESTMENT MANAGEMENT AND RETIREMENT PLANNING. Read More Defensive investment management to help protect and grow your assets. LEARN MORE The Value of Professional Guidance What value can a fiduciary-focused financial professional provide for an investor? They can help an investor interpret today’s financial climate, determine objectives, and assess progress toward those goals. No investor is infallible. Investors can feel that way during a great market year, when every decision seems to work out well. In long bull markets, investors risk becoming overconfident. The big-picture narrative of Wall Street can be forgotten, along with the reality that the market has occasional bad years. A good financial professional helps a committed investor and retirement saver stay on track. This is what we do. We help our clients set a course for the long term, based on a defined investment policy and target asset allocations with an eye on major financial goals. Our clients’ best interests are paramount. Q&A Our clients’ best interests are paramount. LEARN MORE Is my portfolio truly custom?” Yes. We work very closely with our clients through both conversation and data gathering, to truly understand what it is you want your portfolio to provide for you. As we say, there may be a trail, but everyone’s journey will be different. Will it be cheaper if I manage my investments? Not necessarily. There is more to investment management than things such as investment management and trading fees. Another consideration is your ability to separate your emotions when it comes to investment management. Is my 401(k) enough to cover me in retirement? Retirement income planning can go well beyond your 401(k). While a 401(k) is a great start, it is also very important to identify other potential sources of income and how they integrate into your retirement outlook. Money isn’t everything, unless it’s yours. Your financial well-being is a large part of your future , your lifestyle , your legacy , your security . Do you have an investment strategy to help protect these things? If you do, is your portfolio aligned with your goals, and does your risk tolerance really match up with your current portfolio? We believe that knowledge is the most powerful tool. This is why we offer a no-obligation, no-cost risk analysis.* This analysis will help you understand what your feelings are about risk and market fluctuations, and analyze if that tolerance is aligned with your portfolio. START ANALYSIS We would appreciate the opportunity to answer all of your questions. Let’s start a conversation! CONTACT US Helping our community with full service financial planning and investment solutions. Our Location 815 East Second St. Suite 100 Defiance, OH 43512 T:+14197827030 F: (844) 421-2657 Disclosure Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein. *We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management. © Copyright 2024 Trek Financial. All Rights Reserved. Trek 20-158 Exp. 1/26 SEC Check | FINRA’s BrokerCheck | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form...