ATTITUDE FINANCIAL ADVISORS
Your Financial Success Begins with a
Winning Attitude
Providing comprehensive financial planning and investment management to help you achieve your life goals
Why Are You Here?
If we had to guess, it’s because you’re looking for a partner for your financial journey. Someone who understands how to help people achieve financial success.
At Attitude Financial Advisors, we believe that your financial success begins with a winning attitude. Your attitude and behavior toward finances has EVERYTHING to do with your prosperity. Our job as your trusted financial advisor is to help you understand your existing behaviors and align them with what you want to accomplish using our unique financial planning process.
Emotions Drive Your Financial Decisions
And That’s Okay
We make hundreds of decisions every day. What to wear, what to eat, when to leave the house to be on time for work. And that’s before your day actually begins. When it’s time to make decisions about your finances, how do you make them? Are you driven by the rational side, or the emotional side of your brain?
The Rational Side
Many think this side of the brain is the decision maker. But in reality, it helps us to rationalize the emotional decisions we make, including financial decisions.
The Emotional Side
This side of the brain focuses on imagination and visualizing future possibilities, and it is the side of the brain actively engaged in decision making. You can feel this every time you get joyful or nervous before making a big financial decision.
Helping You Make Financial Decisions
So your emotions drive your decisions. That just means you have something in common with every other person on this planet.
Our financial advisors understand this. Instead of trying to correct human nature, we harness your emotional decision making power to make better, more thoughtful decisions through behavioral finance. We seek to align your personal values – the things most important to you – with a comprehensive financial planning strategy designed to achieve your goals.
The result is NOT a product. It’s a holistic, ongoing process. Along each step of the way, we help you develop good financial habits that will enable you to accomplish the things you want.
We Can Help You:
Save & Invest For Your Future
Protect & Enjoy More of Your Wealth
Live a More Fulfilling Life
Give Back
Why Choose Attitude Financial Advisors?
We believe that comprehensive financial planning is the best way to help people achieve their financial goals. Here’s what makes us different.
Thinking Beyond Investments
We don’t sell products, we follow a process. We make it about you, not the bottom line.
The Team
We’re a multi-generational office that supports you in a collaborative, team-based environment.
Online Dashboard
We have a robust online portal to easily track progress on goals whenever, wherever you are.
Trust
Trust is necessary in our business. We seek to instill that trust day one, and strive to keep it every day.
Honesty
We tell you what you need to hear, not what you want to hear.
CFP® Certification
Jeffrey Trugman and Bryan Trugman are Certified Financial Planner™ professionals, further exemplifying our commitment to financial planning.
Check the background of investment professionals on FINRA’s BrokerCheck.
Hear directly from our clients
IMPROVING YOUR FINANCIAL FUTURE IS ONE CLICK AWAY
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