About Us
At Troy Associates, we focus on working with individuals and small to medium-sized business owners to protect their assets and satisfy their financial planning needs.
Individual Planning Services
Family Protection
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Life Insurance
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Disability Income Insurance
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Retirement Planning
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Long-Term Care Insurance
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Estate Planning
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Tax Savings Strategies
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Charitable Giving Strategies
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Split-Dollar Life Insurance
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Deferred Compensation Plans
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Group Health Insurance
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Group Life Insurance
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Group Long-term Care Insurance
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Group Disability Income Insurance
Qualified and non-Qualified Retirement Planning
401(k)
TSA/403(b)
Traditional IRA
Roth IRA
SIMPLE IRA
Profit Sharing Plan
Money Purchase Plan
Simplified Employee Pension (SEP)
Employee Stock Option Purchase (ESOP)
Planning for the Future of Your Business
Buy-Sell Arrangement Funding
Key Person Life Insurance
Business Succession Planning
At Troy Associates, we strive to be of service to you. We look forward to helping you move forward, as you achieve your financial goals and celebrate your personal and financial successes.
We currently have representatives registered to offer securities in the States of Arizona, Arkansas, Florida, Minnesota, Nevada, Ohio, and Wisconsin and insurance products in the states of Arizona, Arkansas, California, Florida, Iowa, Minnesota, Nevada, Ohio, Wisconsin. This is not an offer to sell or solicit securities or insruance in any other state of jursidiction.