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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”

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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