Broker Check

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...

Rick Deyo, MSFS, CAP® 

Founder / Financial Consultant

Office: 765-865-9500 

rickdeyo@intrustfinancialgroup.com
Click To Learn More

Michele Wente

Office Manager

Office: 765-865-9500 

m.wente@intrustfinancialgroup.com
Click 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

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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Long-Term-Care Needs

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

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Taxable vs. Tax-Deferred Savings

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

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Monthly Budget

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

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Working With A Financial Professional

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

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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