by GARY DEAN, CEO, PARTNER
TrustCore has a new look! Our new and improved website went live on May 3. The fresh design and feel make it easier to find information, read about timely and important information, and contact us if you have a question.
If you haven’t had a chance to check it out yet, please do. The easy-to-access navigation allows you to research who we are and how we can help you. At TrustCore, we strongly believe that money should be used as a tool to create a life that is fulfilling and meaningful. From the individuals we partner with to the nonprofits we serve, we love getting to know our clients and uncovering their goals. Our financial advisors in Brentwood, TN strive to deliver financial strategies that can support families not only in the greater Nashville area but nationwide.
Our new look provides a clearer message of who we are, what we do and what we believe.
Here are 6 things we’re especially excited about:
- Client Case Studies
At TrustCore, our financial advisors believe that no two situations are the same. Everyone has different goals for the future, different concerns and different financial needs. Understanding a financial advisory firm’s specialties is important – does a firm have the experience to help you with your financial plan? Check out our personalized client case studies here. Whether you’re a business owner, a nonprofit, a corporate executive or a new widow, see how we’ve helped people just like you.
- TrustCore Institutional
Nonprofits and foundations face unique financial challenges. The financial advisors at TrustCore understand these concerns and are dedicated to helping these organizations. In fact, we can even step in as an outsourced chief investment officer. For more on what this looks like, check out our specialized guide here.
- A Better Blog
Information is powerful. But in the age of the Internet, it’s also everywhere. Are you sure you know where to go to get valuable information? The financial advisors at TrustCore will regularly publish informative articles to our blog with tips, insight and helpful information to help you create a financial plan that’s right for you. Read our most recent posts here, and even sign up to receive our latest directly in your email inbox.
- Easy Access to Our Social Media Channels
Are you on Twitter? LinkedIn? YouTube? So are we! We invite you to friend us, follow us and share our posts with your friends and family. You can access our social media sites directly from our homepage. Just click on the icons at the bottom.
- FAQs
It’s natural to have questions about your financial life. To help you get the answers you may be looking for quickly, we’ve compiled some the most popular questions we get from new clients. See if one of your questions is answered here.
- Free Resources
At TrustCore, we understand that not everyone retains information the same way. So, we plan to add new, free offers to our site on a regular basis, from eBooks to videos. Make sure to check our site often to see what’s new!
TrustCore is a financial planning and advisory firm headquartered in Brentwood, TN and serving clients not only in the greater Nashville area but nationwide. The firm was founded in 1984, and currently oversees more than $2.3 billion in assets. We have more than 25 financial advisors in our Brentwood, TN office and are a 100 percent privately owned firm, meaning there’s no pressure to push products or advice. TrustCore was recognized by Financial Times and Nashville Business Journal as one of the top registered investment advisors in 2018-2020.
We invite you to take a look at our new website, and let us know what you think.
Important Information and Disclosures
Readers are encouraged to conduct their own independent research. This information is intended to be limited in scope and provide basic educational information on presented topics. Data represented is believed to be from reliable sources.
TrustCore makes no warranty concerning such information. TrustCore expressly disclaims all representations and warranties that: (a) the content is correct, accurate, complete, or reliable; (b) any of the information will remain available for any amount of time or in any medium; and (c) that any omission or error will be corrected. The information contained in this presentation should not be considered a solicitation, offer, or recommendation for the purchase or sale of any securities, other financial products, or services and should not be regarded as a description of services offered by TrustCore. TrustCore shall not be held responsible or liable for any damages or losses, whether direct, indirect, incidental, special, consequential, or exemplary, that arise or result from the use of such information.
The information contained herein is presented with the understanding that the individual authors, presenters or organizers are not rendering financial, legal, accounting or other professional advice or opinions on specific facts or matters, and accordingly assume no liability whatsoever in connection with its use. The foregoing information should not be regarded as offering a complete analysis or opinion on any provision of local, state or federal law. You should not attempt to implement any of the planning strategies set forth in this content without first obtaining competent, professional advice from a qualified individual or firm.