Broker Check
     

Trevor Topping  

Financial Services Professional 


302 Bulifants Blvd, Ste 201B 
Williamsburg, VA 23188
757.812.1287 

     

Raised in Newport News, VA, I take great provide in serving my local 757 community and hard-working Americans all over. As a business owner, I take great pride in building my business and brand off trust, transparency, competence, and being there when clients call. As a Financial Services Professional, it is my job to help clients secure their financial future while having a holistic tax efficient strategy to reaching their midterm to long term goals.

 I love helping people protect what matters most to them while saving for the future as tax efficiently as possible. Developing a plan and helping clients separate their emotion away from financial decisions leads to long term success.

I graduated from East Carolina University with a degree in Business Administration (Management). Prior to becoming a Financial Services Professional, I spent seven years in property and casualty insurance, as well as life insurance. I currently serve on the Executive Leadership team for CareNet and help to raise funds on the peninsula to help vulnerable women in the community. I also volunteer for Clue Blue, who raises funds for the boys and girls club, and am a middle school lacrosse coach for Hampton Roads Academy.

Outside of the office, I enjoy spending as much time with my wife, Jessie, and dogs as much as I can. I also enjoy playing basketball, hunting, fishing, and giving back to the community.

Services Provided

  

Innovating the Way You Think About Financial Wellness

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AREAS OF FOCUS:

Tax Efficiencies 

Tax Efficiencies 


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Retirement Strategies 

Retirement Strategies 


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Small Business Risk <br/>and Tax Mitigation

Small Business Risk
and Tax Mitigation


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Small Business Exit and
Succession Planning

Investing


FINANCIAL VIDEO LIBRARY

Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.