How will Trump’s Tax Plan Affect your Clients?

As we sit on the eve of Donald Trump’s presidential inauguration, there are many questions about the direction President Trump will take on different issues and policies. Many of these questions are coming from the financial services industry and while much of the...

Blame it on the Elections

Feel like your 2016 Q4 tanked? Feel like retirement planning is just not working like it used to with your clients (or plan participants)? You are not alone! Looking back at the last quarter of 2016, you may be wondering why you saw a decrease in client meetings,...

2016…it wasn’t all bad!

The passing of the old year into the new gives us all a chance to reflect on the past year and to anticipate what lies ahead. Companies are not much different in this regard. Trust Builders is committed to constant improvement of our retirement planning software and...