Plan Your Future

"When financial guidance is needed . . . a professional with experience is your best choice"

HealthCare / Risk Management / Estate Planning

Ike Trotter

Financial Professional

Since 1980, I have operated my own firm led with the goal of providing simple, understandable guidance with issues of financial security.

I invite you to consider my professional services:

  • Independence among the companies I represent
  • Objectivity as to the financial products and services offered
  • A solid reputation of commitment and “follow through” with the long-term financial needs of customers and clients

Good, balanced planning can help you build a more safe and secure future. I look forward to visiting with you soon.

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Professionally credentialed through The American College of Financial Services with certifications in Estate, Financial and Retirement planning:

  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Retirement Income Certified Professional (RICP)

Planning Services

To stay ahead in today’s hectic world, it is crucial you have a financial game plan in place. Here are concepts and ideas that can help build what you’ve started:

"Nuts and Bolts" Planning

“Nuts and Bolts” Planning merges together the practical attributes of estate planning and financial planning into a process that is both relevant and meaningful.

While it can often involve financial products, the primary function to “Nuts and Bolts Planning” is about a process. The key attributes to this process are:

  • Weighting and managing financial risks
  • Possible collaboration with other professionals
  • A review of Healthcare coverage and issues of financial frailty
  • Coordinating lifelong income options with social security
  • Making financial organization a priority
Ultimately, it comes down to what’s most important for you

Ask yourself these questions:

  1. What are my financial objectives over the next 12 months, 12 years, and beyond?
  2. What would need to happen to protect my family financially if I died tomorrow?
  3. How could I afford to live if I became sick or hurt and lost my income?
  4. What has to happen for me to build a comfortable retirement for the future?
  5. Are the goals of my financial estate being met?
  6. What steps should I take from being a financial and emotional burden to loved ones in my older age?
  7. What happens if we have another pandenic like Covid-19?

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Let's Talk Money


"Let’s Talk Money" provides timely, concise financial tips on topics of interest. Feel free to download and print off for your personal use. “Let’s Talk Money” is about keeping you on the right financial track with useful tips for your financial future.

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Thanks for visiting my website. With tools like Real Wealth Weekly and Let’s Talk Money, my goal is to offer practical, usable planning tools to help improve your financial wellbeing. Please feel free to contact me with any questions you may have. You can also text questions to my cell number.