TrustWell Financial Advisors

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TrustWell Financial Advisors We are independent, fee-only advisors offering investment management and financial planning services

𝗬𝗼𝘂 𝗹𝗼𝗰𝗸 𝘆𝗼𝘂𝗿 𝗳𝗿𝗼𝗻𝘁 𝗱𝗼𝗼𝗿, but when was the last time you reviewed the security of your financial future?Strong passwords...
10/15/2026

𝗬𝗼𝘂 𝗹𝗼𝗰𝗸 𝘆𝗼𝘂𝗿 𝗳𝗿𝗼𝗻𝘁 𝗱𝗼𝗼𝗿, but when was the last time you reviewed the security of your financial future?

Strong passwords and two-factor authentication are important, and so does having a trusted financial advisor who knows you well enough to recognize when something doesn't seem right. With scams on the rise, be cautious of unsolicited phone calls, emails, and text messages. Fraudsters often impersonate banks, government agencies, delivery services, and even trusted companies. Never share sensitive information, passwords, or verification codes with someone who contacts you unexpectedly. Cybersecurity isn't just about protecting accounts, 𝗶𝘁'𝘀 𝗮𝗯𝗼𝘂𝘁 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝘆𝗼𝘂'𝘃𝗲 𝘄𝗼𝗿𝗸𝗲𝗱 𝗵𝗮𝗿𝗱 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱.

This Cybersecurity Awareness Month, take a moment to review both your digital security and your financial plan. 𝗔𝘁 𝗧𝗿𝘂𝘀𝘁𝗪𝗲𝗹𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀, 𝘄𝗲'𝗿𝗲 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗱 𝘁𝗼 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝗳𝗲𝗴𝘂𝗮𝗿𝗱 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝘁𝗵𝗲𝗶𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀, 𝗯𝘂𝘁 𝗮𝗹𝘀𝗼 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗳𝘂𝘁𝘂𝗿𝗲 𝘁𝗵𝗲𝘆'𝘃𝗲 𝘄𝗼𝗿𝗸𝗲𝗱 𝘀𝗼 𝗵𝗮𝗿𝗱 𝘁𝗼 𝗮𝗰𝗵𝗶𝗲𝘃𝗲.

In our monthly Kingdom Advisors study group this morning, we got to hear from Dr. Kelly Rush. She drew a great parallel ...
10/08/2026

In our monthly Kingdom Advisors study group this morning, we got to hear from Dr. Kelly Rush. She drew a great parallel between the David & Solomon wealth transfer and how we as advisors can help facilitate our clients' preparation for the next generation. "Wealth transfer is not a one-time event, it's an ongoing process."

From interest rates and inflation to AI and global events, a number of factors are influencing today's markets. This rev...
10/02/2026

From interest rates and inflation to AI and global events, a number of factors are influencing today's markets. This review uncovers several trends that could have a bigger impact on your financial future than you realize. Learn why the headlines grabbing attention today may not be the factors that matter most in the long run.

By Brett Freese The 3rd quarter of 2026: Concerns, opportunities, football, and baseball Fall is in the air. Football season has just started, and my favorite […]

Time for a Financial Fall CleanupAs the seasons change, many of us tidy up our homes, clear out clutter, and get organiz...
09/23/2026

Time for a Financial Fall Cleanup

As the seasons change, many of us tidy up our homes, clear out clutter, and get organized for the months ahead.

Why not do the same with your finances?

The first day of Fall is a great time to:
*Review your retirement goals
*Revisit your household budget
*Update beneficiary designations
*Ensure your estate documents are current
*Review your emergency funds and cash reserves

A little preparation now can help make your future a little more comfortable. Now is a great time to schedule an appointment with your TrustWell Financial Advisor.

A Labor Day Perspective: Most people spend 40 years building a career. Far fewer spend 40 years building a plan for what...
09/05/2026

A Labor Day Perspective:

Most people spend 40 years building a career.

Far fewer spend 40 years building a plan for what comes after it.

Retirement isn't something that happens at age 65.

It's something that's built decision by decision:
• saving a little more
• investing consistently
• avoiding costly mistakes
• staying focused when markets become noisy

This Labor Day, celebrate your work. Don’t forget to celebrate your future too.

In our Kingdom Advisors study group this morning, we got to hear from Ron Blue and Cody Hobelmann. They reviewed many of...
08/13/2026

In our Kingdom Advisors study group this morning, we got to hear from Ron Blue and Cody Hobelmann. They reviewed many of the benefits of giving. At TrustWell, we heavily encourage charitable giving, and take pride in optimizing your giving with various tax strategies!

We got to spend some time this morning hearing from John Coleman at our Kingdom Advisors study group. He provided some g...
07/09/2026

We got to spend some time this morning hearing from John Coleman at our Kingdom Advisors study group. He provided some great Biblical insights on building a financial life with purpose!

Happy 4th of July!
07/04/2026

Happy 4th of July!

Address

8825 Perimeter Park Boulevard Ste 304
Jacksonville, FL
32216

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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