Our Services

Trevino Associates Financial is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as: 

Will I be able to retire early?
How much money will I need in order to retire?
How can I get the most out of my 401(k)?
Should I have a traditional IRA or a Roth IRA?
How can I position my investments for higher potential returns while reducing risk?
How can I "inflation-proof" my investment income?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?

We offer financial products and services tailored to your individual needs. Trevino Associates Financial is committed to you for the long term.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

We have been proudly serving Individuals, Business Owners, and Local Business in the Webster, Humbodt, Calhoun counties and surrounding areas since 1986!