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Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Financial Planning

Financial Planning

Our financial planning takes a holistic approach to help you understand your current financial status. Once your financial goals are understood, we recommend and implement the right strategies to help you accomplish your goals.

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Investment Management

Investment Management

Building wealth requires taking a disciplined approach. We partner with you to align your investment portfolio with your goals. 

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Risk Management

Risk Management

Minimize the risks to your financial plan by implementing a risk management strategy. We can show you how.

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<b>Who We Are</b>

Who We Are

PlanTrust Wealth Management is a Registered Investment Advisory firm. Independence gives us the flexibility to tailor our recommendations based solely on the best interest of our clients. We have strategic partnerships behind us with the resources and support to provide you the highest level of experience and expertise. We can help you address your needs of today and for many years to come. We look forward to working with you.

<b>Discover Hidden Opportunities</b>

Discover Hidden Opportunities

We'll work with you to explore your options and determine which ones fit your individual strategy. Our entire team works together with you, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

Tania C Foster

Accredited Asset Management Specialist AAMS®


Tania is a Financial Advisor at PlanTrust Wealth Management, LLC. She has worked in the financial services industry for over six years with experience assisting high-net worth individuals and business owners. She began her career...

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