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Retirement Planning

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.

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Investments & Insurance

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Divorce Planning

Barbara Trombley is a Certified Divorce Financial Analyst and can help you navigate the specific money issues that come up during a divorce.

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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.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Saving on Fitness Center Membership Costs

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.


Making Sense Of A Home Warranty

Understanding the value of a home warranty.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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