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League CIty Retirement Planning

TRUCESS

Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.

Trucess is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.

Maximize the growth potential of your investable assets in accordance with your risk tolerance and financial goals.

Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy.

Ease the financial and emotional toll of long-term care with early planning so you can retire with peace of mind and dignity.

Establish tax planning strategies today for greater tax efficiency and financial flexibility later in retirement.

Support your retirement income plan with accumulation and tax-free distribution strategies in retirement.

Understand the benefits you are entitled to and how to maximize Social Security income in retirement.

Develop solutions for healthcare expenses not covered by Medicare, a federal health insurance program.

Design an income plan that delivers dependable income and financial security throughout your retirement.

Protect your estate and loved ones from unnecessary taxation and probate with proactive estate planning strategies.

Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.

Explore options to protect your income in the event of a an illness or injury that prevents your ability to work.

Develop strategies to protect assets against the effects of inflation.

Ensure access to assets to meet life’s unexpected  needs.

Safeguard your loved ones and your home with mortgage protection so they can afford keep your family’s home.

03

Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.

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MEEt our team

Scott Blackley

Founder

Kari McNatt

Office Manager

Cristy Pedersen

Financial Planning Specialist

Savannah Gaspard

Assistant

RR

Retirement Resources

Complimentary Educational Resources

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.

Our Upcoming Events

Educational Events

Events in December 2024

  • There are no events scheduled during these dates.

Client Events

Events in December 2024

  • There are no events scheduled during these dates.

Our Downloads

Tax Free Retirement

Tax-Free Retirement will: show you how to avoid 9 common financial landmines; teach you how to generate tax free retirement income; explain how to multiply your IRA two or three-fold for future generations; help you leave a lasting legacy beyond your wildest imagination.

Our Blog

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

Financial Literacy Videos

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    510 Hwy 3 N.
    League City, Texas 77573

    832-940-7062

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      Contact Information:

      510 Hwy 3 N. League City, Texas 77573 Phone: 832-940-7062





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                        Savannah Gaspard

                        Assistant

                        Savannah is a dedicated assistant at Trucess, integral to our commitment to exceptional financial coordination and client support. With a meticulous eye for detail and a proactive approach, Savannah ensures that Trucess operates smoothly, allowing us to deliver a high level of service to our clients. Her drive to continuously improve workflows and achieve team goals reflects her alignment with our core values of integrity, reliability, and excellence. Bringing a strong administrative background and a genuine passion for helping others, Savannah is a valued asset to our team. Outside the office, she extends her enthusiasm for organization and positivity to all aspects of her life, embodying the principles that define Trucess.

                        Cristy Pedersen

                        Financial Planning Specialist

                        Cristy is a dedicated Financial Planning Specialist at Trucess, bringing precision and expertise to every client interaction. Skilled in gathering comprehensive client data and using advanced financial planning software, Cristy crafts customized, holistic financial plans tailored to each client’s unique goals. Working closely with founder Scott Blackley, she ensures that every recommendation is carefully aligned with Trucess’ commitment to clarity, integrity, and exceptional client service. Known for her attention to detail and commitment to client satisfaction, Cristy empowers clients to pursue their financial aspirations with confidence. Her role at Trucess perfectly aligns with her passion for organization and her dedication to helping others achieve peace of mind.

                        Kari McNatt

                        Office Manager

                        Kari serves as the office manager and founder’s assistant at Trucess, where she plays a vital role in overseeing our office operations and nurturing client relationships. Renowned for her attention to detail and organizational efficiency, Kari ensures that our daily activities run smoothly and that each client experiences the exceptional service Trucess is known for. Driven by a commitment to excellence, she focuses on streamlining processes and supporting the team’s objectives, embodying the Trucess values of reliability, integrity, and client dedication. With her extensive administrative background and passion for service, Kari is an indispensable part of the Trucess team. Beyond work, Kari brings her love for positivity and order into every facet of her life, making her a true reflection of our firm’s mission and values.

                        Scott Blackley

                        Founder

                        Scott Blackley stands at the forefront of Trucess, a leading-edge financial planning firm that defines excellence in the finance sector. As an Enrolled Agent, Scott brings a rare and powerful combination of tax expertise and financial acumen to the table, offering clients a level of insight and strategy that is unmatched.

                        Believing firmly that true financial success stems from aligning one’s financial strategies with their deepest values and aspirations, Scott is committed to transforming how individuals engage with their finances. This commitment goes beyond mere wealth accumulation; it’s about creating a life of meaning, purpose, and achievement through informed financial decisions. Scott and the team excel in delivering unparalleled service in four critical areas:

                        1. Planning: Developing bespoke financial blueprints that guide clients towards their envisioned future with precision and clarity.
                        2. Advice: Providing sage, customized counsel that reflects the unique circumstances, goals, and dreams of each client.
                        3. Organization: Ensuring a harmonious and streamlined financial structure that enhances efficiency and peace of mind.
                        4. Outcomes: Focusing on achieving tangible results that not only meet but exceed clients’ expectations, fostering long-term success and fulfillment.

                        Scott is dedicated to a select circle of affluent families, each sharing distinct characteristics yet bound by common financial aspirations and challenges. By orchestrating all facets of their financial lives, Scott ensures that every strategy and decision not only serves immediate needs but also crafts a lasting legacy and impact.

                        In an industry where excellence is often proclaimed but seldom achieved, Scott Blackley remains unwavering in the quest to set the benchmark for others. At Trucess, it’s not just about financial planning; it’s about embarking on a journey towards a more purposeful and rewarding life, guided by the best in the business.

                        Discover the little-known strategy for realizing tax-free income in retirement.

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