Truckee Financial Group

Independent Insurance Advisors with Decades of Experience

Life Insurance At The Lowest Cost Available
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Why Choose Us

Unbiased Advice

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No Hidden Fees

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Team Approach

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What Customers Say About
Truckee Financial

We specialize in Life Insurance & Annuities

Our team of experienced insurance advisors has years of industry knowledge and expertise. They are dedicated to providing personalized guidance to each of our clients, taking the time to listen to their concerns and goals. By doing so, we can tailor our services to meet their specific needs and help them make informed decisions about their life insurance coverage.

We work with a range of top-rated insurance carriers to provide our clients with the best possible options for their life insurance policies. This includes term life insurance, whole life insurance, universal life insurance, and infinite banking. We can help our clients navigate each policy and explain the differences in coverage and benefits.

We believe that everyone should have access to the protection and peace of mind that comes with a comprehensive life insurance policy. That’s why we are dedicated to providing affordable options and flexible coverage plans that fit our clients’ budgets and lifestyles.

When you work with us, you can trust that you are receiving honest, unbiased advice and support from our team of independent insurance advisors. We are committed to helping our clients find the best life insurance policies that protect their families and provide long-term financial security. Contact us today to learn more about how we can help you with your life insurance needs.

Frequently Asked Questions

Truckee Financial is a financial services company that offers a range of services including investment management, retirement planning, tax planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future.

To open an account with Truckee Financial, simply visit our website and click on the “Open an Account” button. You will be directed to a page where you can fill out an account application form. Once we receive your application, one of our advisors will contact you to discuss your investment objectives and help you choose the best investment strategy for your needs.

Truckee Financial offers a variety of investment options, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments such as private equity and real estate. Our investment advisors will work with you to build a diversified investment portfolio that aligns with your risk tolerance and investment goals.

At Truckee Financial, we offer a fee-based model that is transparent and easy to understand. We charge a percentage of assets under management, so you only pay for the services you need. Our fee structure is designed to align our interests with yours, so you can be confident that we always have your best interests in mind.

At Truckee Financial, we believe that our personalized approach to financial planning sets us apart from other firms. We take the time to get to know our clients and understand their unique needs and goals. Our investment advisors are committed to providing tailored advice and investment strategies that help our clients achieve their financial objectives. Additionally, we pride ourselves on our transparency, professionalism, and commitment to providing exceptional service.