We 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
Barbara Trombley is a Certified Divorce Financial Analyst and can help you navigate the specific money issues that come up during a divorce.
Helping Clients Since 1965 ...
Welcome to Trombley Associates. We are a full-service financial firm in Wilbraham, MA specializing in retirement planning. We understand that people face unique challenges in their financial life. 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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Military families face unique challenges, making personal finance even more critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here’s a guide to explain all the parts of Medicare.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A look inside the U.S. government's statistics on household net worth.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?