Individuals

We consider your retirement dreams the most important part of your investment strategy. You visualize the dream, you talk with us, we listen to you and we will provide a customized plan.

The market today offers so many choices but also comes with so many regulations that you could get lost trying to find your way. As a result you may never see your dreams come to fruition. We provide the guidance.

At The Segrust Group, we develop individualized retirement plans. We handle all of the research necessary to provide solid strategies to address your investment needs. We seek to build financial strength in your portfolio by working directly with some of the industy’s leading financial investment firms as well as seeking unique investment opportunities that address your unique situation.