Northwestern Mutual

Welcome to Truss Wealth Advisors, where we are committed to helping you define and achieve financial success. We understand that your financial goals and values are likely to change over time, and we are here to ensure that your financial plan remains aligned with your evolving needs and aspirations. Our values-based approach to financial planning is designed to provide you with financial security and peace of mind, allowing you to focus on what truly matters in your life.

Our Approach

At Truss Wealth Advisors, we take a comprehensive and personalized approach to financial planning. We believe in building a strong foundation of fiscal stability and peace of mind by intentionally aligning your values and finances. Our approach is guided by the following core beliefs:

• Better outcomes v. chasing returns: We believe in the reliability of income over the rate of return. Your financial security should not be solely dependent on market performance.
• Optimizing tax-efficient strategies: We understand that financial planning is not a one-time event but an ongoing process that evolves with tax law changes. We can help you navigate this landscape and manage the impact of taxes on your plan.
• Giving 10 percent to charity: We believe in giving back to the community that continually gives so much to us. We are committed to supporting various charitable causes and encourage our clients to do the same.

Our Team

Our award-winning team, led by Andy Hammond and Chad Reynolds, has been recognized by Forbes as two of the top financial security professionals in the state. We are proud of our hardworking team, amazing clients, and our partnership with Northwestern Mutual, which has made this recognition possible.

Services Offered

At Truss Wealth Advisors, we offer a wide range of financial planning and investment services to help you build a bridge to financial security:

• Financial Planning: We work with you to create a customized financial plan that aligns with your values and goals. Our comprehensive planning process considers all aspects of your financial life, including cash flow management, retirement planning, education funding, estate planning, and risk management.
• Business Planning Services: We help business owners protect their assets, manage cash flow, and plan for the future. Our services include business succession planning, executive benefits, key person insurance, and buy-sell agreements.
• How We Give: We are committed to giving back to the community and encourage our clients to do the same. We believe that there are things bigger than us and that by supporting various charitable causes, we can make a positive impact on the world.

Thank you for considering Truss Wealth Advisors as your partner in building a secure financial future. We look forward to helping you achieve financial success and peace of mind.