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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”

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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