Gast Freeman Troyer Team

Helping people accomplish their goals in life so they can spend it on what matters most.

Who We Serve

Corporate Executives

Helping senior leaders make confident decisions around equity compensation, benefits, and retirement timing without second-guessing the plan.

Charles River Labs & Rivian Employees

Providing specialized insight into the company’s benefits, equity programs, and retirement considerations to help you maximize your opportunities.

Business owners

Supporting busy entrepreneurs with comprehensive planning that aligns demanding careers with long-term financial independence and legacy goals.

How We Work

We guide successful professionals like you through pivotal transitions. Whether approaching retirement, navigating a career change, or managing the complexity of executive compensation, we’ll work as your partner to simplify and streamline what feels overwhelming.

We don’t just build your financial plan. . . we make sure you understand how retirement will actually work.

Retirement Planning

Executive Services

Family Office Services

Tax Planning

Investment Management

Legacy Creation

WEBINAR

Retiring from Charles River Labs?

Watch our free webinar on how to maximize your retirement income with the benefits CRL offers.

Watch Webinar

Our Team’s Podcast

Hosted by Danton Troyer and Kyle Luetters, this podcast is designed for corporate executives and business leaders navigating career and life transitions. Through thoughtful, real-world conversations, the show helps listeners gain clarity and confidence during pivotal moments, so they can focus less on financial uncertainty and more on what truly matters most.