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Trutina Financial

Trutina Financial

Trutina helps companies with Retirement Plans and Medical Benefits. Our goal is to help everyone to breathe easier; from the CEO to the newest employee.

10811 Main St
Bellevue, WA 98004-6323

Contact

Nick Paylor
Direct line: (425) 359-1710

Expertise

Financial Management

  • Investment management

Human Resources

  • Benefits brokers & trusts
  • Compensation & benefits

Insurance

About Trutina Financial

Trutina helps companies with Retirement Plans and Medical Benefits. Our goal is to help everyone to breathe easier; from the CEO to the newest employee. Trutina means balance in latin – we find great satisfaction in helping others find balance in their daily lives.

For us, it’s all about connecting people to what successful planning represents: Hope. Security. Freedom – and a good night’s sleep. We invest in your people before we invest for them.

• Trusted Advisors – We serve as a Fiduciary, which means putting the needs of the client first. Always.
• We Meet One-On-One – We provide professional planning service to your employees and their significant others through individual participant meetings.
• Win-Win for All – A positive proactive retirement plan experience for your employees can help you retain good people and can help them find a path to a successful future.

Trutina "gets it" and offers smart, creative ways to encourage and increase participation.

For health care, it’s not a matter of when, it’s a matter of now. Trutina provides expertise, professional insights, and access to important information.

• We make it easy to access the information you need regarding recent tax rules and other key issues that you should be aware of.
• Using industry leading technology, Trutina gives you powerful tools to track and manage your benefit plans.
• Throughout the year, Trutina meets with your management team to review how your plan is achieving the goals originally established and working hand-in-hand to help you identify the best solution.
• Navigate you efficiently and successfully through the twists and turns of the Affordable Care Act.
• Helping your employees make the right decisions.
• Reducing the time HR spends on benefits - both in terms of selection and administration.

Talk to a person, not a corporation: Our service team is here to deliver the answers you need. When you call, you’ll be connected directly to a Trutina professional who will help you find the answers you need. We invite you, your employees, or one of their dependents to pick up the phone. We’ll be here. Live and in person.


Investment Advisory Services offered through Trutina Financial, an SEC Registered Investment Advisor.

Background Info.

Subsector Experience

  • Environment
  • Housing and homelessness
  • Human Resources
  • Mental health/Substance abuse
  • Social services - general

Language Skills

  • Chinese - Mandarin
  • French
  • Spanish

Fee Structure

  • Sliding scale

County Availability

  • All WA Counties