As the president of his financial group, Troy Stine is a seasoned financial professional with over two decades of experience. He specializes in helping pre-retirees and retirees develop strategic, tax-efficient plans to achieve financial security throughout retirement and beyond. His expertise in retirement planning and wealth distribution empowers clients to navigate their financial futures with confidence.
As a member of the Financial Educator’s Network, Troy strongly believes that financial education is a key pillar of long-term security. Through his educational efforts, he has collaborated with numerous organizations, including private and public corporations, professional associations, civic groups, and universities. Additionally, he is a featured guest host on the nationally syndicated Wealth Management Radio Show with Dean Barber.
Troy is aligned with some of the nation’s most esteemed financial professionals, including Harvard-trained economic forecaster Harry Dent, top distribution planner Paul Grangaurd, and nationally renowned CPA Ed Slott. As a member of Ed Slott’s Elite Advisors Group, an exclusive network of financial advisors specializing in IRA strategies, Troy stays at the forefront of evolving economic and tax laws to provide clients with informed, up-to-date financial guidance.
Being part of an independent firm allows Troy to bring his vision to life—helping individuals achieve a secure retirement through his unwavering passion and commitment to client success.