Donald Trotter has been providing financial guidance to individual families and business owners for over 30 years. He makes his clients #1 and believes everyone should have the opportunity to plan their retirement because people don’t plan to fail, they fail to plan. He shows each client a great degree of care, because he does care about your situation and is eager to help you.
When you come in to the office, it is time to sit down, have a cup of coffee and take some time getting to know each other. Don enjoys spending time with his clients, learning about their goals, dreams, and desires, and he works with them to put together that framework to create an income stream for retirement.
The importance of comprehensive retirement planning didn’t become abundantly clear to Don until he realized what was going on with his parents. He watched his mom and dad, with five children, go through a lot of life experiences. His dad never met with someone to do retirement planning. Because of something late in life that happened to his dad, including losing his job, it took away his retirement. He watched his dad struggle and reinvent himself at age 50, just to create some Social Security for him and his mom. Upon his dad’s death, he watched his mom struggle the last 10 years of her life to make ends meet. When he looks back at what happened to his parents, he has a strong desire now to help others achieve their goals so they have the opportunity to plan for retirement and don’t end up in the same situation.
Don nicely connects retirement planning to putting together a jigsaw puzzle. People work 30-40 years of their life and have different pieces that they don’t know how to fit together. Through the process of planning and learning everyone’s goals, dreams, etc., he helps set up the framework to put those pieces together, working toward maximizing what you’ve worked for all your life and completing your big picture.
Don holds Life, Health, and Long Term Care licenses. He has presented at numerous workshops on financial planning and Social Security maximization. When he’s not working, he volunteers helping with the youth in the community and is active with the youth at his church. He has been married for over 30 years to his beautiful wife, Sue, and has lived in the Tulsa area most of his life. Don has two stepsons, a daughter, and two grandchildren. He is also an Eagle Scout.