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Welcome to Armour Trust Financial

Jose A. Lopez, M.B.A.

Welcome to Armour Trust Financial. We are a full-service independent agency. Our focus on providing ' Best of Class ' Financial & Insurance solutions.

We begin by developing a thorough understanding of each client's specific situation, needs, and goals; By utilizing strategic questioning and listening we are better able to understand each client unique situation. This allows us to better understand the clients current stage in life so we can put a roadmap that is easy to understand and implement.

Our company uses the best resources and programs with the best carriers in the industry to create an armor of protection and meet our client's needs. We use a professional team approach with highly skilled experts and one point of contact to simplify the service process for every client.

 “Armour Trust, Your Armour of Financial Confidence”

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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