Life Event Support
Personalized investment and planning guidance focused on your peace of mind
What Sets Us Apart
- Independent Fiduciary
- Decades of Experience
- Personal Guidance
- Rooted in Community
Clarity When Life Changes Course.
Life rarely moves in a straight line. Whether you are navigating a “sudden wealth” event, facing a divorce, or dealing with the loss of a spouse, you shouldn’t have to make major financial decisions alone. We act as your thinking partner, providing the calm, objective fiduciary guidance you need to sort through the details and move forward with confidence.
Divorce Planning
We help you understand the long-term impact of every settlement option. We ensure you know exactly what your financial future looks like before you sign.
Loss of a Spouse
We handle the heavy lifting of account transitions and beneficiary updates, giving you the space to grieve without worrying about the paperwork or logistics.
Inheritance
Inheritance brings sudden complexity. We help you integrate new assets into your plan wisely, ensuring a windfall supports your long-term goals without disrupting your life.
Job Changes
Leaving a job? We review your 401(k) options—whether to roll over, stay put, or cash out—and handle the transfer logistics so your money keeps working.
How is PrimeTRUST different from other advisors?
Too many advisors have one size fits all solutions. We are Fiduciaries. We’ll build a plan to fit YOU not fit you into a plan. It all starts with the initial conversation where Chip & Jamie will spend time getting to know you, your concerns, and your goals. Letting you ask questions. Then, if we are a good fit, we will begin building your plan.
Our Planning Process:
- Initial Meeting – Because all good relationships begin with a first date.
- Building Your Financial Plan – This is the most time consuming and important part. You will have homework to do so we can evaluate your situation and goals to create the best plan for your needs.
- Implementing Your Plan – Holding your hand while putting the plan in motion.
- Monitoring Your Plan – We will monitor your plan throughout the year and meet with you at least annually to make adjustments.
Common questions we hear are:
- “I have to decide whether to take Lump Sum or Monthly Income from my Pension, what should I do?”
- “I am recently divorced and my spouse handled all the money. What should I do?”
- “How do I create income in retirement?”
- “Are my investments ok?”
- “When should I start Social Security?”
The answer to almost all of them is “it depends on your situation”. We work with you to explain your options and create a plan that is right for you.
How Clients Describe Working With Us
Meet Our Team
Every Plan Begins With a Conversation.
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