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Financial Planning

Invest in Your Future.

For many, planning early is at the heart of a sound financial future. At Trent & Associates, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.

With Financial Planning services from Trent & Associates, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:

  • The right retirement plan for your individual and family-oriented needs
  • How much money you should put away in savings
  • Whether you currently have the right amount of insurance coverage (including Disability)
  • How much money you should invest
  • Whether you’re on track to saving enough for retirement

Our specialists can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.

Since each person has their own goals for their financial future and retirement, Trent & Associates is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.

Contact Trent & Associates today to see how Financial Planning can help achieve your goals.

Our Locations

Brevard Office

218 Rosman Hwy
Brevard, NC 28712
Main office: 828-634-7221
Fax: 828-743-8280

Bryson City Office

230 Main St
Bryson City, NC 28713
Main office: 828-475-8579
Fax: 828-552-4469

Burnsville Office

5 Town Square
Burnsville, NC 28714
Main office: 828-634-7329
Fax: 828-682-7711

Newland Office

320 Linville St
Newland, NC 28657
Main office: 828-394-4101
Fax: 828-675-2171

Rosman Office

163 Main Street Suite 1
Rosman, NC 28772
Main office: 828-966-4413
Fax: 828-884-5451

Spruce Pine Office

12300 NC-226
Spruce Pine, NC 28777
Main office: 828-394-4587
Fax: 828-765-6213

Our Providers