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
Barbara Trombley is a Certified Divorce Financial Analyst and can help you navigate the specific money issues that come up during a divorce.
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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A four-step framework for building a personal legacy.
Understanding how a stock works is key to understanding your investments.
Military families face unique challenges, making personal finance even more critical.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Are Real Estate Investment Trusts right for your portfolio?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.