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Trutina Financial

Trutina Financial

Based in the Northwest, Trutina guides local employers through a complete plan design and competitive benchmarking process to ensure the most robust and attractive benefit programs are available to your employees. If you believe financial wellness is important to your employees and would like a fresh perspective on your employee health or retirement plan, we would love to connect with you.

10811 Main St
Bellevue, WA 98004-6323

Contact

Tony Doble
Direct line: (425) 401-1211

Expertise

Financial Management

  • Investment management

Human Resources

  • Benefits brokers & trusts
  • Compensation & benefits

Insurance

About Trutina Financial

When partnering with organizations for their retirement plan benefits, we invest in your people before we invest for them. Our goal is to serve you and your employees by offering:

• Fiduciary Consulting Services – 3(38) & 3(21)
• Financial Wellness – One-on-one planning sessions & employee education
• Dedicated Service Team
• 403(b) / 401(k) / 457 Plan Designs
• Pension Plan Consulting

For healthcare, Trutina provides expertise, professional insights, and access to important information. We offer:

• Information regarding recent tax rules and other key issues you should be aware of
• Powerful tools to track and manage your benefit plans
• Help for your employees to make the right decisions
• Expertise on the Affordable Care Act
• Reduction in the time HR spends on benefits

For more information, please visit https://www.trutinafinancial.com

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