Welcome to TruePoint Financial
Jeff Smith and Vaughn Nun are client focused and community minded. With over 50 years of combined experience they have maintained their commitment to the client every step of the way.
Entrenched in the community is also what defines these two. From serving multiple terms on the city council to President of Rotary to Chairman of the Derby Chamber of Commerce it is their belief that to make this community great we all must do our part. It is this values based approach that drives their commitment to advising clients and help them pursue their goals.
On the wall of their office simply reads. “Wisdom is knowing the right path to take – Integrity is taking it”. Words they live by every day.
Learn More The Morning Star Portfolio Approach
Utilizing Morningstar’s unmatched capabilities allow us to conduct in-depth portfolio analysis. With easy to read reports like the Portfolio Snapshot we can provide a detailed overview of a portfolio’s most important aspects, including asset allocation, investment style, sector weightings, and performance. Drilling down even furthers allows us to quantify the risk in the portfolio and better plan for changing environments. Call today to receive your free no obligation Morningstar Portfolio Review.
Learn MoreHelpful Content
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
View all articles 
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.