Troutman & Associates

Troutman & Associates Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC.

United Planners and Troutman & Associates are not affiliated.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
09/02/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

How much is enough for your emergency fund?
09/01/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Do you have a will? Is it updated?
08/31/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/28/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
08/27/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/26/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
08/25/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
08/24/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Business owners should consider a succession plan sooner rather than later.
08/21/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Concerned about identity theft? Some things to leave at home.
08/20/2026

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Address

650 E Devon Avenue Suite 125
Itasca, IL
60143

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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