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Intrust Financial Group, Inc. - Kokomo, IN

Because... stewardship matters!TM

Tax Reform / Social Security And You Seeking Financial Guidance... Generous Giving Initiatives... Looking For Direction in Financial Planning... Surprises Investments Retirement Redefined Timing Your Retirement Preparation is the Key to Retirement

Rick Deyo, NACFC, CAP® 

Founder / Financial Consultant

Office: 765-865-9500 

rickdeyo@intrustfinancialgroup.comClick To Learn More

Michele Wente

Office Manager

Office: 765-865-9500 

m.wente@intrustfinancialgroup.comClick To Learn More

Our Core Values

Biblical Absolutes

Belief in the eternal truths that stand the test of time.

Educational Excellence

Knowledge that produces ownership of and accountability for the decisions one makes. 

Uncompromising Advice

Integrity that stems from one's character.                                                           

Helpful Content

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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