FEE-ONLY FINANCIAL PLANNING

Helping professionals in their 50s & 60s build a retirement income plan they can actually trust

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Learn more about what we do & how we help families plan for retirement
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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) Retire Confidently

We meet twice a year to keep your plan current as life and markets change - so you always know where you stand and can focus on enjoying retirement

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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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Fee-only retirement planning for the decade that matters most

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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