Client First Solutions WITH Transparency!

Offering client-first solutions for today’s challenges. At Trettin Legacy Solutions we work hard at finding the best financial plan one client at a time.
We use our financial tools to understand our client’s needs. Designing a solid lifelong financial plan takes time and attention to the details. We leave no stone unturned to garner the best solutions for today and beyond.

TRETTIN LEGACY SOLUTIONS

Superior Case Design

Instead of recommending the same products over and over, at Trettin Legacy Solutions, our team takes a holistic approach to case design and we strive to always recommend the most suitable products for clients.

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Unique Financial Tools

Using New Economy Tools to gain the best solutions for our clients. In today's new economy advisors and clients alike need tools to analyze data. We provide real-world one-stop-shop answers to our clients.

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Unique Client Process

Our proven process gives us enough data to assist our clients to make the best decisions for today and beyone. We believe education is core to our success. More informed clients make for better long-term relationships

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The C.A.L.M. Plan

CALM (Comprehensive Asset & Liability Management) is an asset protection sales platform that is unlike anything in the industry.

What is C.A.L.M.?

95% of the time advisors who use the CALM platform pick up the client and generate significant business from the memo.

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Tracking Risk

Most people have no idea what their true appetite for “risk” is when it comes to growing wealth for retirement. We use the industry’s most accurate risk assessment software to help clients determine their personal Risk Score. If you want to know your Risk Score on a scale from 1-100.

Risk Assessment Software

When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.

Asset Protection

Asset protection revolves around helping clients who have money protect.

Retirement Planning

Take the least amount of risk to reach your financial goals.

Tax Planning

Remember, your number one guaranteed creditor every year is the IRS.

Lifetime Income

FIA product that is coupled with a guaranteed lifetime income.

Our Partners & Affiliates

Our goal at Trettin Legacy Solutions is to help advisors provide the “best” advice to their clients. That can best be done when advisors give “comprehensive” advice. The only way for advisors to give the best comprehensive advice is to have a team to support them on topics such as tax-planning, asset protection, estate planning, LTC, investment risk mitigation, etc. We work with the best team members in the industry and make those team members available to the advisors we work with.