Michael S. Trent, CRPC

 Founder and President of Retirement Specialist Incorporated

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my Financial Planning Resources page. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

Michael S. Trent, CRPC (Chartered Retirement Planning Counselor) is the Founder and President of Retirement Specialist Incorporated. His company was founded with this main principle: Help People Solve Financial Problems.

His career in the Financial Services Industry began while in the US Army, where he served from 1983 to 1996. The Army is famous for the fact that they like to “Hey You” soldiers into duties they didn’t sign up for. In 1992, the Army said, “Hey You, you’re going to be the Battalion Tax Advisor.” After serving in the role as a VITA advisor (Volunteer Income Tax Assistance), Michael realized his gift for making complicated financial matters simpler. This duty eventually led him to a career in the Financial Services Industry.

Michael holds the Series 65 securities license. He serves as an Investment Advisor Representative with Horter Investment Management, LLC., headquartered in Cincinnati, OH. He also holds Life & Health licenses with the states of South Carolina, Virginia, North Carolina, Georgia, and Florida.

Michael received his CRPC designation from the College for Financial Planning in 2008. This course focuses strictly on retirement planning concepts.

Michael developed a planning software called The Beta­Blueprint in 2006 after years of using other programs that were too complicated. He needed a software which was easy for CLIENTS to understand. After years of personal success with The Beta­Blueprint in 2012 he turned it into a cloudbased software any advisor could use. Michael now has advisors across the country using his system to help their clients!

Michael is a family man. He has been married for 31 years to his wife Peggy and they have 8 children and 5 grandchildren, with plenty more expected in the future.

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Memberships

  • NAIFA
  • Better Business Bureau

Certifications

CRPC®

Member of Better Business Bureau