About TruWay Financial
Since 2009, we have helped our clients create programs and portfolios to manage long-term financial goals. Do you have questions about investments, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
Why Us?
Our Team of Experts
Kyle Laubenstein
Kyle began his career with Waddell and Reed in 2009 and has been an advisor for LPL since 2021. Kyle’s goal is to assist his clients to maintain and grow their wealth through the financial planning process. He assists in helping clients navigate their life changes from retirement, to job changes along with risk management and estate planning and helping to grow savings for the next generation. His wealth management process is individualized and tailored toward your personal goals and needs.
Nicole Tilot
Nicole has been in the financial services industry since 2012 and focuses on providing financial guidance during times of transition. With a holistic approach, she assists people in retirement and income distribution planning, legacy planning and tax efficiency strategies. She is a Certified Divorce Financial Analyst and specializes in Divorce Financial Planning.
Selese Anderson
A Proven Approach
At TruWay Financial, our financial advisors start by learning about your needs, goals, and wants. Then we analyze your current situation and compare it to your existing portfolio. Finally, we walk you through our fee structures and recommend a personalized pathway for pursuing your goals through a diligent investment strategy — with realistic expectations every step of the way.
Our Credentials
LPL Financial
LPL Financial is one of the nation’s leading independent broker-dealers. As LPL affiliated advisors, we operate independently while backed by one of the most respected names in the financial services industry.
CDFA® – Certified Divorce Financial Analyst
The CDFA® designation is awarded to financial professionals who have completed specialized training in the financial complexities of divorce. This includes asset division, retirement account splitting, tax implications of settlements, and post-divorce financial planning.
BrokerCheck by FINRA
We believe you should always know who you’re working with. BrokerCheck, provided by FINRA, gives you instant access to the professional background and credentials of any financial advisor or firm — including ours. Look us up.
Our Process
We Listen
Before we talk numbers, we talk life. What are your goals? What does your ideal future actually look like? Every plan we build starts with understanding you.
We Assess Your Picture
We take a honest look at where you are today – your assets, your debts, your investments, your timeline. No judgment, just clarity. You can’t build a way forward without knowing your starting point.
We Build Your Way Forward
This is where it comes together. We create a personalized financial roadmap with realistic goals, clear strategies, and transparent fee structures.
We Grow Together
Your life changes. Your plan should too. We’re not a set-it-and-forget-it firm – we’re your long term financial partners through every transition life brings.