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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

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Red Flags for Tax Auditors

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

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Social Security Tax Estimator

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

College Savings

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

Comparing Mortgage Terms

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

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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