Embrace The Freedom To Pursue Your

Passions

After years of hard work and sacrifice, you deserve a retirement that reflects your dedication. At The Trudeau Group, we want to ensure that you have a carefree, relaxing, and happy retirement that is strengthened by a monthly income.
Our mission is to help you secure your future with the confidence to follow your dreams and live your passions throughout your life and into retirement. We will provide straightforward strategies, communicated clearly, to help you reach your goals sooner and more securely.
Thomas Trudeau

Thomas Trudeau

Chief Executive Officer
Thomas Trudeau has over 32 years of experience in financial services and insurance. He has worked closely with business owners and individuals, helping them evaluate their insurance needs and design plans to create financial security. Protecting clients’ lifestyles has always been a priority for Thomas, as he knows what bad experiences feel like and has diligently helped his clients avoid them. As a successful veteran, Thomas attributes his achievements to his extensive industry knowledge, ability to understand people and communicate with them effectively and compassionately. Understanding happiness through a carefree lifestyle has primarily been his reality.
Growing up in the Midwest, Thomas was either on the football field, or at his family’s lake home, and he became an avid outdoorsman with a passion for fishing. After graduating as an officer from the prestigious Cretin Military Academy in St. Paul, Minnesota, Thomas put himself through college. He graduated from Arizona State University with a Bachelor of Science Degree in Psychology and a minor in Business which has become a valuable resource for understanding the foundations of the people he serves. Thomas was always drawn to the financial sector because of his drive to earn and save money. He has excelled as a Financial Advisor for over three decades in both the Corporate and Private Sectors.
Thomas has worked with over 100 insurance and financial companies, giving him a unique depth of knowledge to assist clients in securing stable financial futures through a wide range of policies. He forged his path, creating client-centric relationships, built on transparency, loyalty and trust. An entrepreneur at heart, Thomas has displayed solid leadership abilities over his many years in the industry. As an inspiration to his team, his ethics, morals and values are the foundation of The Trudeau Group.

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Forging A Path Of Fearless

Independence

In addition to his Minnesota-based Commercial Employee Benefits Firm/Innovative Employee Benefit Solutions, Thomas has expanded his practice to South Florida with The Trudeau Group, a financial advisory specializing in retirement planning. This fiercely independent practice now helps people in Thomas’s community thrive with the reality of guaranteed income in retirement. He still pursues his passions and enjoys helping others find the same freedom by providing vital Financial Planning through The Trudeau Group.

Cultivating

Your

Freedom

At The Trudeau Group, we are driven to cultivate financial freedom in retirement and want to help provide a comfortable plan to get you there. Financial Planning consists of asking the right questions to understand our client’s wants, needs, and goals and then putting the right strategy in motion to achieve those goals. We aim to gain your trust by implementing financial strategies customized to the individual through our extensive knowledge, resources, and experience. Our experienced team is committed to building a stable plan designed to give you a monthly paycheck for the rest of your life. We have built long term relationships by putting our clients’ needs first so they can have security, protect their legacies, and pursue their retirement dreams.

Empowering

Your

Future

At The Trudeau Group, we’re dedicated to empowering your future with security and fulfillment. Our team is committed to helping you build a solid financial future with tax efficiency, social security planning, and protecting your assets, all while hedging for rising healthcare costs and inflation. With us, you can confidently embrace your envisioned life, knowing your legacy is secure and your dreams are within reach.

Upcoming

Events

Our educational workshops will teach you financial strategies for a successful retirement, which include…
  • How to build a lifetime income, protected from market downturns.
  • Eliminate fees and avoid taxes with a comprehensive retirement plan.
  • How to maximize your beneficiaries benefits.
  • How to transition your 401k into a safe account where you will never lose a penny.
Check out our upcoming events below. Seating is limited, so register below or contact us today.