About Tru Financial

Committed to help you pursue your financial goals.

I aim to walk with my clients in their journey to retirement by identifying easy-to-understand objectives that equip them with the tools they need to prepare well for the futures they envision for themselves.

01. Financial Planning Services

Read more about the services I offer and how I can help you pursue your Financial Goals.

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02. Start A Conversation

I’d like to hear from you and about your needs.

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Our Team

Marie Knorr

LPL Financial Advisor
Marie started working in the financial industry in 2002. She began this career with the intentions of learning and growing… she loves a challenge...

Micki Naal

LPL Financial Advisor
Micki graduated with a Finance degree from Indiana University. She began her career working for Fortune 500 companies Motorola and Borg Warner. Micki...

Our Services

 

Retirement Planning

Many can visualize the retirement of their dreams; traveling, enjoying time with family, volunteering or even pursuing a second career. The hard part is building a financial plan that will afford you this dream. My strategies help you assemble the pieces of this puzzle into an plan.
 

Investment Management

Choosing a portfolio of investments is an intimidating process for most. Maintaining a strategy through all phases of the accumulation years and modifying that strategy for the years of spending in retirement is a dynamic process. This is something that I do well.
 

Retirement Plan Development

For the duration of my career I have worked in the 403(b) retirement plan market. The changes in the industry over recent years require employers to be more diligent in their plan offering.

How Can We Help?

Find out how we can help you reach your financial freedom.

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