FEE-ONLY FINANCIAL PLANNING

Helping busy families & retirees create flexibility in their financial life

Create a plan to simplify your financial life so you can focus on your family life:
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About Trella
Learn more about the story and purpose behind the creation of Trella Wealth
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Actionable, approachable financial education for those on the path to retirement
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An in-depth, actionable review of your money

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Long-term, retirement planning & projections
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Tax-efficient strategies & insights
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Investment planning & strategies
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PJ Gibbs, CFP®

After obtaining the CERTIFIED FINANCIAL PLANNER™ designation, I spent the next six and a half years working for a regional Registered Investment Advisor before founding Trella Wealth.

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How to Work Together
1) Talk with us

Our goal in this meeting is to understand what your current pain points are and how you’ve approached your financial decisions to this point

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2) Get a plan

Working together, we create a detailed financial plan & implement the recommendations in the order of your priority.

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3) Enjoy family life

We work together on a semi-annual basis to review the different areas of their plan and make adjustments to it as life and priorities change

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Free: Retirement Preparation Checklist

A guide designed to help you prepare for retirement - includes:
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How to set retirement goals
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Reviewing your retirement income sources
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Creating an investment strategy & planning for health care
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Simplify your financial life so you can focus on your family life

Phone: (270) 238 - 8059

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Trella Wealth LLC (“TW”) is a registered investment advisor offering advisory services in the State of KY, LA and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of TW, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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