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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
It's important to understand the pros and cons when considering a prepaid debit card.
This worksheet can help you estimate the costs of a four-year college program.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: right now.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
What does your home really cost?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.