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Welcome to our resource center!

We’ve put together a library of information on important financial topics that we believe you’ll find helpful. We also encourage you to visit our blog and subscribe to our email list to receive news and information direct to your inbox.

Simply click on any of the general financial topics and you’ll find a selection of easy-to-understand information about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.
 

You can also scroll through our news stream which brings you the latest information and news from a variety of publishers including New York Times, Bloomberg, Washington Post, and more.

 

Open the Retirement Special

Scam Prevention Guide

Federal Trade Commission data shows that consumers reported losing nearly $8.8 billion to fraud in 2022, an increase of more than 30 percent over the previous year.* Learn how to protect yourself through this scam prevention guide. 

*Federal Trade Commission data from 2023 from ftc.gov.

Open the Scam Prevention Guide

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Retirement Insights
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Simonw@TrekFinancial.com
Tel: (707) 538-2126
Fax: (866) 436-7672

Office

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Santa Rosa, CA 95405

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.Trek Financial, LLC., and Innovative Retirement Advisors, Inc., are independently owned and operated. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 18-79 Exp. 05/22

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