TruOptions: Protecting your Future

Before founding TruOptions in Raleigh, Bruce Matthews worked for 14 years in a financial services role at a major national firm. He left behind the big city and the prestige that comes with an established business to launch his own company. Starting a new business is a highly-uncertain venture, even in prosperous economic times, but Matthews took on the risk because he didn't want to have to answer to rigid corporate leadership. "They want you to do what they say," Matthews said. "I wanted to do business differently. More personally.

The risk paid off. As founder and CEO, Matthews has kept TruOptions in business and thriving for 20 years now. Some of its clients got on board at the very beginning and have stayed on since — a testament to the loyalty and personalized service cultivated by Matthews and his staff.

Working with clients in the Triangle and across NC, TruOptions provides a wide range of financial planning services and insurance plans, available to individuals, families and businesses. These services range from the common (life insurance and auto insurance) to the specialized (estate planning and general liability insurance), though they all tend to share the purpose of helping people successfully navigate major events in life and business.

With each new client, the first step for Matthews is to get to know them, with an eye toward where they've been and where they're going. Everyone has their own history and their own needs. "We sit down and talk with them. We listen to what might be troubling them and what's important to them." For a business, it could be succession planning, key person life insurance, a deferred compensation plan or disability insurance. For a person, it could be protecting wealth and preparing for retirement. Throughout the process, security and privacy are paramount

After completing this prompt initial evaluation, Matthews presents the client with their best options. It's not about pitching one cure-all product to everyone that comes through the door. Knowing the clients personally means understanding their specific goals, and having a range of services means being able to create customized plans that will help them attain those goals. In the company's phrasing, it's "everything you need and nothing you don't."

This client-centered, people-friendly approach is what drew Matthews to the business. Ultimately, he says, it's about building trusting relationships so that he can help people solve their problems and accomplish their objectives over the long-term. With its focus trained on mass transactions and short-term profits, corporate America can lose that personal touch.

"I don't answer to corporate America. I don't answer to shareholders. That means I can answer directly to clients," Matthews said.

Kalamkas on Oct 15, 2013

Get Cheap Dental Insurance / How often do you have to take a seat and make decisions cnnneroicg your dental insurance? They are decisions about your dental plans, about your dental care providers or about dental insurance organizations. Major decisions that you should in your mind is about acquiring or changing to low cost dental insurance plan.For many men and women these decisions are performed only when a year, and lots of of these decisions are made by the employer or using your workplace. You need to take advantage of that time to choose out the inexpensive dental insurance. If you miss that opportunity then you'll have to remain with the plan that you might not like for the whole year before you decide to could alter.Don't let the chance for acquiring inexpensive dental insurance pass you by and you may have to pay a higher price afterwards. Your standard inexpensive dental insurance will cover the basics dental care for example yearly checkups, cleanings, and obviously certain x-rays works if required.With low price dental insurance, probably you are needed to pay a number of the services from your own pockets. Nonetheless it is Still a excellent deal since sooner or later you or your family will have to have need some dental function. Spending money on the entire quantity of services could be really expensive and from range for most folks.

Lucia on Oct 16, 2013

I have worked for the<a href=""> feeardl</a> govt for 35 1/2 yrs and I am only a GS-7, making just under 50K a year. I just found out Fri that my Healthnet HO premiums are going up 43 percent in Jan 2013 and my co-pays are going up to. So, I now pay $151 a month just for me and they want $214 from me so I am cancelling in open season. I would be farther ahead to put $214 in my mattress and just pay full price at my doctor appts. I have to switch to a high deductible plan. I hope all you Obamacare lovers are satisfied with getting fre birth control and adult children on your health insurance until they are 26 an adult for 8 yrs!!! The single plans increased by 42 percent and the family by 33 percent. Ridiculous. I would be better off to pay full price for birth control than these outrageous premiums. Welcome to Obamacare we all pay more so the deadbeats can keep getting everything for FREE! on Apr 28, 2015

Write more, thats all I have to say. Literally, it seems as though you relied on the video to make your point. You definitely know what youre talking about, why waste your intelligence on just posting videos to your blog when you could be giving us something enlightening to read? on May 06, 2015

Hello there, I found your blog by means of Google at the same time as searching for a similar topic, your site came up, it appears great. I've bookmarked it in my google bookmarks. Hi there, simply changed into aware of your blog through Google, and found that it is truly informative. I am gonna watch out for brussels. I will be grateful in case you continue this in future. Many folks will probably be benefited out of your writing. Cheers!

Pink peyton Manning Sweetheart on Jun 03, 2015

Taking Bows Success has several parents, so there is going to be lots of people lining up to consider a bow, before history is rewritten, Mrs Pink peyton Manning Sweetheart valencia cf and ca osasuna played a relatively equal game tonight with each party equal in ball possession and then for sixty-six per cent with the match in chances and opportunities at the same time.

TGHEVUUArG on Jun 08, 2015

In fact, you won't have to consider making your loan payment in any respect because it will probably be build beforehand TGHEVUUArG offshore or very distant outsourcing is incredibly beneficial to prospects who would like in order to save lots of money without hurting the high quality of the outcome.

Margherita on Nov 28, 2015

CA is one of the most expensive places on earth. First, make sure you come with a very reliable car, you'll be using it a lot. Then, you need 3 months rent on day one, first, last and a security deposit. A cheap apartment in an iffy area will be minimum $1000/mo. It would be much easier to get your dental training somewhere cheaper and move to CA when you have a job.

Moonok on Nov 28, 2015

Typically we start seeing them at 3 for their first<a href=""> cnaenilg</a>/exam ( m a dental hygienist). Unless they have some sort of cavity, that is the average age for their first dental apppointment.The American Academy of Pediatric Dentistry recommends children have a dental home by 1 and an exam. But to be honest, I have never seen a patient younger than 3 in the office and that is usually not the norm.

Sandy on Dec 01, 2015

DarkLord3188 on June 26, 2010 bit . ly/aJFEMiSaving money with InsureMyCar4Less is simple. After you fill out our quick <a href="">oinnle</a> form, you get free auto insurance quotes from the best providers in the industry. They compete for your business, and you save money.bit . ly/aJFEMi

First idea web development on Sep 07, 2018

i like this page and this site <a href="">"call center outsourcing </a>

First idea web development on Sep 07, 2018

amazing work <a href="">call center outsourcing services</a>

lena___ on Oct 27, 2018

How does relaxing and having a good time with a pretty blonde sound? If it sounds like an exciting way to spend your time, then you need to check out She is a real doll and this cam girl knows what you want to see. You_ll never ever be bored when the two of you are all alone. Want to have the best time possible? Take this girl directly into private and she_ll put a smile on your face.

minecraft on Apr 30, 2019

I will right away clutch your rss feed as I can not in finding your email subscription link or newsletter service. Do you've any? Kindly let me recognise in order that I could subscribe. Thanks.

Leave a Comment

Bruce Matthews

C. Bruce Matthews, CWM®, CTEP®
Founder Of Truoptions

With over 25 years of
experience in aiding North
Carolinians, Bruce Matthews
is the choice as a
knowledgeable partner
to help you understand
your insurance and
financial options.