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Financial Assessments

Your Goals. Our Guidance.

Our financial assessments help you evaluate your options for retirement, major purchases and education funding by answering “what if” and “how much” to many of the financial questions you may face.

Retirement Assessment

Retirement Assessment

The first step of retirement planning is to assess your situation. Our Retirement Assessment takes the guesswork out of answering the ultimate question, “Do I have enough to retire?”

 

Major Purchase Assessment

Major Purchase Assessment

Thinking of buying a new car, boat or vacation home? Take our Major Purchase Assessment to see if you are on track to making your purchase.

 

Education Assessment

Education Assessment

Are you stressed about the financial burden of putting a child, grandchild or even yourself through college? Check your progress with our Education Assessment.

THE TREVETT EXPERIENCE

  • Works to meet your financial goals
  • Is centered around you
  • Understands your needs, values and dynamics
  • Focuses on the accumulation and preservation of your legacy
Trevett Capital Partners, A Busey Business, provides products and services through Busey Bank and its various affiliates and subsidiaries.
Investment Products and Services: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Busey Bank, Member FDIC