Build a plan to help
protect your journey.

We develop risk management strategies
for individuals, families, and businesses.
How we can help

The right use of a well-designed insurance strategy can help create and protect wealth for both family and business needs. We develop insurance strategies not only for fundamental reasons, but also for sophisticated asset allocation considerations. 

Our advisors have extensive experience in assessing insurance needs, including reviewing client’s overall financial picture, and the insurance that would best fit each situation. 

Find an Advisor

DO YOU HAVE A STRATEGY?

We will utilize a comprehensive review process that will help analyze your current insurance strategy as well as assess any adjustments and changes that would help optimize your options.

Do you have what you need?

Personal Planning
Business Planning
Your journey should be unique
-designed just for you.

Through the review process, we can determine if you have enough coverage, if you have the right coverage, and if your coverage is properly structured.

Our Risk Management Toolbox includes options such as:

  • Permanent Life Insurance
  • Term Life Insurance
  • Whole Life Insurance
  • Individual Disability Income Insurance
  • Group Long-Term and Short-Term Disability Insurance
  • Individual and Group Long-Term Care Insurance
  • Business Overhead Insurance
  • Property and Casualty Insurance
  • Individual & Business Health Coverage
Find an Advisor

Life is a Journey. Let's plan for it.

Contact an Advisor

Service Office:

8355 E. Hartford Drive, Suite 105

Scottsdale, AZ 85255

(480) 483-1510

Email: info@trekfinancial.com

INFORMATION FOR ADVISORS

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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