Specialties
Depending on your situation, there are a variety of products and accounts that can help you create a plan for such things as college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
My job is to make sense of it all and recommend a plan that is unique to your lifestyle and goals. I work with individuals and business owners to help create a dynamic strategy for today and into the future.
History
Established in 2018.
After working for another firm out west, I wanted the opportunity to work somewhere The that had the financial strength, history and reputation that made it easy for other people to do what was right for their family, and more importantly, made it easy for me to do right by them.
You can take comfort in the fact that I have been a proud resident of the Austin and Cedar Park community for a number of years, and therefore have a vested interest in seeing my friends and neighbors succeed. As a loving father and husband, I have many of the same hopes and aspirations as my clients and am happy to share with you all the resources at my disposal.
Meet the Business Owner: Trent L.
As the namesake for LaMonica & Associates, I sincerely believe that most people want to do what's right: right for themselves, right for their families, and right for their communities. We help people keep the big promises in their live. After working for another firm in Portland, OR., I wanted the opportunity to work somewhere that had the financial strength, history and reputation that made it easy for other people to do what was right, and more importantly, made it easy for me to do right by them.
I am a licensed to sell life and health insurance, and I hold my FINRA Series 7 & 66 securities licenses which come with a strong fiduciary responsibility. In addition to my experience and passion to help others, I have a BA from Lake Forest College and am an active member of the community. Of course, I've found that getting to know my clients - their hopes, dreams and goals for the future - is the most important first step.
