The Team

Trendell Financial Management
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Scott Trendell

Scott Trendell

Financial Advisor

More about me...

Designations

AAMS®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

B.A. Political Science, The George Washington University, Washington, DC. 1986, Juris Doctorate, Franklin Pierce Law School (now UNH Law School), Concord, N.H. 1992

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