Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
Investments & Insurance
We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome to Trombley Associates. We are an independent financial services firm in Wilbraham, MA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Trombley Associates has over 50 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
A Primer on Dividends
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Understanding how capital gains are taxed may help you refine your investment strategies.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
An increasing number have been developed to help individuals with their personal finances.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Recent changes in estate tax laws could affect the strategy you have in place.
Estate conservation is too important to put off. Do you have a smart exit strategy?