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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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Estimate Your RMD

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

 

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

College Savings

See how much you may need to save now to cover future college costs for your child.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Federal Capital Gains Tax Estimator

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

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Should You Invest in Exchange Traded Funds?

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

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

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