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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”

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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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.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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