About Troy

Troy R. Moulton has been serving and helping families reach their financial goals since 1988.  He specializes in retirement planning, wealth accumulation, college funding and life insurance.  In addition, he holds the FINRA Series 26, 6, 7 and 63 securities registrations.

For the last 20 years Troy has served many hospitals and other healthcare organizations in Michigan with their Employer Sponsored Retirement Plans (401(k) for profit and 403(b) for non-profit).  Troy assists the employer by formulating the plan document, implementation plan and investment education and enrollment.  Troy also engages in ongoing financial education for himself.

During Troy's 26 years of serving families and businesses he has learned that it takes trust for families and organizations to invest their hard earned money.  He works relentlessly to earn that trust every day.

Troy resides in Sanford, MI with his wife, Susan, along with their two Golden Retrievers, Buster and C.J.  He has three children, Drew (25), Alec (22) and Haley (21) along with two step-sons, Tim and Zach.