Welcome to Trumbo Capital Management LLC

Trumbo Capital Management, LLC specializes in estate planning and tax consultative services. Our mission is to maximize the value of an individual’s estate by reducing taxes and eliminating the uncertainties of probate administration.  For over twenty nine years, we’ve provided superior advice through principal and income protection insurance, key life insurance, and critical care illness insurance.  Our clients seek a desired balance of tax-free investment income, tax-deferred capital gains, and a suitable asset allocation.

Listening to your estate management needs, defining your individual strategy, and providing you with relevant research are critically important as we assist you in implementing your estate planning goals.

Call Bo Trumbo today at (407) 839-1962 to schedule a complimentary review of your financial aspirations. Contact Me Today!