TrustWell Financial Advisors

Investment Management & Financial Planning. We help people clarify the path to reach their financial goals and purpose. We put client’s interests first.

[TrustWell Financial Advisors @TrustWellFA]

Your paycheck funds today.
Your plan funds tomorrow.
This Labor Day, make sure both are working for you.
#LaborDay #FinancialPlanning

[TrustWell Financial Advisors @TrustWellFA]

IPOs can feel like a front-row seat to the next big market story—but the hype comes with real risks. This guide shows how to approach them with excitement, patience, and a disciplined game plan.
https://t.co/kZ3YyDVYp3

[TrustWell Financial Advisors @TrustWellFA]

In our Kingdom Advisors study group this morning, we got to hear from Ron Blue and Cody Hobelmann. They reviewed many of the benefits of giving. At TrustWell, we heavily encourage charitable giving, and take pride in optimizing your giving with various tax strategies!

[TrustWell Financial Advisors @TrustWellFA]

Trump Accounts offer free money and a retirement head start for kids—but the fine print matters. Before jumping in, families should understand the tax rules, tradeoffs, and alternatives. https://t.co/K5tdOHZbwM

[TrustWell Financial Advisors @TrustWellFA]

We got to spend some time this morning hearing from John Coleman at our Kingdom Advisors study group. He provided some great Biblical insights on building a financial life with purpose!

[TrustWell Financial Advisors @TrustWellFA]

Happy 4th of July!

[TrustWell Financial Advisors @TrustWellFA]

We hope you enjoy Brett's recap of the second quarter of 2026! There was a great recovery in stocks, exciting IPOs, and more!

https://t.co/Zfs6gdKvlP

[TrustWell Financial Advisors @TrustWellFA]

We really enjoyed Peter Greer's message and our discussion this morning at our Kingdom Advisors study group. He talked about how leaders, both Biblically and today, often don't finish well. This tends to slowly happen over time, but a clear destination can help avoid drifting!

[TrustWell Financial Advisors @TrustWellFA]

We hope you enjoy our June newsletter in which Bradley details the power of rebalancing. With such a great run in the markets these past few years, it may be time to use some of his guidance to rebalance your portfolio.

https://t.co/tgAyZ7IGcG

[TrustWell Financial Advisors @TrustWellFA]

In our Kingdom Advisors meeting this morning we got to hear from Jeff Haanen, Jason Malec, and Albert Chen who dove deep into AI. The tools at our disposal are ever-improving, but as one of our attendees reminded us today, AI's knowledge pales in comparision to God's!

[TrustWell Financial Advisors @TrustWellFA]

Welcome to May! This year is flying by. We hope you enjoy Chris' newsletter in which he shares an extra layer of security you can add to your tax return.

https://t.co/HOehLC8Fjk

[TrustWell Financial Advisors @TrustWellFA]

As always, Jim Wise shared some great wisdom this morning with us during our Kingdom Advisors study group. He reminded us that we all must be careful, as we personally become more successful, that we do not follow in Saul's footsteps of bringing glory to self rather than God.

[TrustWell Financial Advisors @TrustWellFA]

The tomb is empty! Happy Easter to you and your loved ones!

[TrustWell Financial Advisors @TrustWellFA]

In our April newsletter, Brett reviews some of the world events and shares the mixed results in the various markets. We hope you enjoy a wonderful Easter!
https://t.co/YbuYnCT3lz

[TrustWell Financial Advisors @TrustWellFA]

We enjoyed hearing from John Cortines this morning at our monthly Kingdom Advisors study group. He gave a great illustration about building a financial house based on God's Word. Walls of gratitude, contentment, trust and love that will protect us from attacks of the enemy!

[TrustWell Financial Advisors @TrustWellFA]

In our March newsletter, Tanner shares a helpful tip for creating a Time Plan for your retirement!
https://t.co/qy9x2usjdA

[TrustWell Financial Advisors @TrustWellFA]

In this month's newsletter, Bradley dives into some additional benefits of Roth conversions. We hope you enjoy it!

https://t.co/Ba97AJol25

[TrustWell Financial Advisors @TrustWellFA]

In our Kingdom Advisors meeting we were encouraged to create a "Well Done Statement" for ourselves, but also consider walking our clients through making one. The goal is to be intentional about goal setting and track how you're doing to accomplish the blessing of "Well done!"

[TrustWell Financial Advisors @TrustWellFA]

We hope you enjoy our January newsletter! Brett recaps a great 2025, previews 2026 and gives some precious wisdom as you aim to establish healthy habits.

https://t.co/VBfTM6XSC7

[TrustWell Financial Advisors @TrustWellFA]

Wishing you and your loved ones a Merry Christmas!