Hi, I'm Trenton Lay. As a Kingsview partner and wealth manager, I help families save, invest, protect, and make prudent use of their wealth.
Financial planning can be challenging; I'm here to lighten the load off your shoulders. I'm an honest and positive professional whose priority is always the interests of my clients; providing capability, adaptability, and scalability.
Since 2004, I've been serving loyal clients from Washington's San Juan Islands to Colorado's Western Slope. Schedule a free consultation and start experiencing my services. Read my full bio at Kingsview.com.
As a CERTIFIED FINANCIAL PLANNER™ professional, I can assist you with:
planning and investing for retirement and education
preparing for estate succession
insuring goals against unplanned life events
implementing tax planning strategies
providing retirement plan options for employers
I can meet with you in person or by video call. Schedule your free consultation and select your meeting preference.
Locally serving the communities of Whidbey Island, Washington; Grand Junction, Colorado; with clients throughout the country.
Classes and Workshops
As a teacher at heart, I offer consultations and courses on personal finance and senior issues.
Paying off debt fast
Saving money for emergencies
Investing for retirement and education
Home buying and mortgages
Building lifelong wealth and helping others
Aging and longevity planning
Social Security claiming strategies
Understand healthcare and Medicare options
Estate planning strategies
Trust and charitable planning
Preserving lifelong wealth and helping others
COST of Services
Most of my clients hire me for investment management and financial planning. They pay an advisory fee which includes both services. The advisory fee is a percentage of assets under management.
Standard advisory fee tier:
The annualized fees are calculated and deducted from client accounts on a quarterly basis. See ADV Part 3 / Form CRS for more details.
Hourly Financial Planning
Some of my clients hire me for an hourly financial planning engagement. They might not have a need for investment management but still want professional guidance and financial planning.
For example, someone might be looking to confirm whether they are on track for retirement. This project could take 4-8 hours, depending on the complexity of the situation, to analyze and make recommendations.
A typical six hour plan, at $250 per hour, would cost $1,500.