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Intrust Financial Group, Inc. - Kokomo, IN

Because... stewardship matters!TM

Tax Reform / Social Security And You Seeking Financial Guidance... Generous Giving Initiatives... Looking For Direction in Financial Planning... Surprises Investments Retirement Redefined Timing Your Retirement Preparation is the Key to Retirement

Rick Deyo, NACFC, CAP® 

Founder / Financial Consultant

Office: 765-865-9500 

rickdeyo@intrustfinancialgroup.comClick To Learn More

Michele Wente

Office Manager

Office: 765-865-9500 

m.wente@intrustfinancialgroup.comClick To Learn More

Our Core Values

Biblical Absolutes

Belief in the eternal truths that stand the test of time.

Educational Excellence

Knowledge that produces ownership of and accountability for the decisions one makes. 

Uncompromising Advice

Integrity that stems from one's character.                                                           

Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

How Can I Save a Million Dollars?

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

How HSAs and FSAs might help your household.

 

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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