Troyer Retirement
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iS YOUR RETIREMENT PLAN INVINCIBLE?

Invincible (adj.) :
incapable of being conquered, defeated, or subdued.
Download the Invincible Retirement Trail Map
request a meeting with us

The Invincible Retirement Plan Will Help You

Maximize
Mitigate
Minimize
Multiply
Your Income
​Your Risk
Your Taxes
Your Legacy
Please take a moment to learn about our approach to solving the top two concerns of retirees today.
 
Our Services
What We Do For Clients

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Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.
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Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
 
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.   
      

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Taxes In Retirement
Taxes are pretty confusing to most people.  And just when you get the hang of it, the tax laws change.  We have found that most accountants take the info you give them, and put it "in the system."  That is why we like to give our clients a PLAN for the Taxes they will pay in retirement.  Taxes are the single biggest expense most of us have in life.  Unfortunately, most people we see are either paying too much, or doing ROTH conversions at the wrong time.

Fortunately, we love taxes.  We believe the tax code provides us with the rules to help you NOT pay too much.  Not to make you pay more.  Did you know the average retired couple making $60,000 per year should pay LESS than $1000 in federal taxes?  If you are paying 22%, 24% or more...you need to see what we can do to help
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Asset Protection
​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.
 
how can we help you?

About Us


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request a meeting with Mark
Mark Troyer | Retirement Planning Specialist
As a Fiduciary, Mark has become a local star in the world of conservative retirement plans.  Mark specializes in providing his clients with an Invincible Retirement Plan that can weather any storm the markets can muster.  Mark has been perfecting this strategy for over 20 years.  As Mark says, “Over the years, I have interviewed thousands of retirees about their goals, and dreams in retirement.  As such, we have designed a three-vault strategy that helps almost every single retiree have great income, reduce or eliminate taxes, and ENJOY their retirement years.  Sooner rather than later.”  If you would like to know how to do that, set up a time to chat with Mark.

Mark is as well-known Radio Host, and featured speaker locally and across the Tri-State area of Indiana, Ohio, and Michigan.  Mark has given multiple lectures on Social Security Optimization, Taxes in Retirement, Required Distributions, and how to Quit Losing Money in Bear Markets.

Mark has been married over 20 years and is the proud father of two boys.  Together they love playing hoops, hiking in the west, and his boys love to make fun of him.

Mark’s goal is to make sure that his clients Retire in Style. As Mark says, “Trends come and go, but some things never go out of style: good manners, a ’67 Mustang Fastback…and a Worry-Free Retirement.”

​Keep it simple.  Keep it safe.  Retire Happy.

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Want a Free Book?


Get a free copy of Don’t Worry, Retire Happy! When you request the Invincible Retirement Trail Map!
​

When it comes to getting safer with your retirement, sometimes the first step is the hardest.  We want to make it easy for you and take away the anxiety and uncertainty that often comes with working with someone new. Now you can read all about Mark's safe money strategies and how he has helped hundreds of retirees just like you.

Did you know that Warren Buffett's number one rule to investing is to never lose money? He also has a second rule, and that is to never forget rule number one!

We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return with less market risk using The Invincible Retirement Plan.
request your copy here
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The Invincible Retirement Trail Map


Request your free copy of this trail map to help you
​plan your retirement journey safely and enjoyably.

request here
 
Let's Talk About Creating Your Invincible Retirement Plan!
Contact Us

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MAIN OFFICE
10351 Dawson's Creek Blvd.
Suite G
​Fort Wayne, IN 46825
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EMAIL
mark@troyerretirement.com
houston@troyerretirement.com
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CALL US
(260) 247-9099

Registration Form

Please fill in the form below.

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Call: (260) 247-9099
​Email Mark: mark@troyerretirement.com

Email Reis: reis@troyerretirement.com
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FIA's Privacy Policy
https://adviserinfo.sec.gov/firm/summary/175083
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.
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Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Mark Troyer providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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Better Business Bureau (“BBB”) ratings represent the BBB's opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. Troyer Retirement has been a paid member of the BBB since 2009 and paid for the accreditation. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Troyer Retirement by any of its clients or that a client or prospective client will experience a higher level of investment performance.

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