NowenTruevir Financial Unclaimed
Fairfield, CA, United States
Truevir Financial is a client-focused financial services firm delivering transparent guidance, education, and long-term planning to help individuals and businesses reach their financial goals.
Truevir Financial is a financial services company that partners with clients to plan, educate, and manage their financial futures. The firm emphasizes transparent, long-term relationships and financial literacy, guiding individuals and businesses toward clearer goals and better decision-making through personalized planning and strategic education.
To educate and empower clients to achieve their financial aspirations with transparent, personalized guidance and enduring relationships.
What we offer
Retirement Planning
Secure your financial future with personalized tax-free retirement planning.
truevirfinancial.com/ourservicesDebt Consolidation
Simplify Payments And Improve Credit Through Consolidation.
truevirfinancial.com/ourservicesFinancial Literacy
Educates clients on financial options to ensure informed decision-making.
truevirfinancial.com/ourservicesInsurance Portfolio Reviews
Maximize your insurance benefits with our detailed policy reviews and strategic recommendations.
truevirfinancial.com/ourservicesBusiness Planning
Enhance employee loyalty and retention with tailored business planning solutions.
truevirfinancial.com/ourservicesWho do we serve
Small And Medium Business Retirement And Benefits
Small and medium businesses seeking retirement plan solutions and employee benefits.
Debt Consolidation And Credit Recovery
Individuals seeking debt relief, credit improvement, and financial rehabilitation.
Individuals Seeking Financial Literacy And Planning
Individuals seeking education and planning to build wealth.
Retirees And Pre-Retirees
Individuals planning for retirement seeking tax-efficient planning and risk management.
Market segments
Market size by segment
Growth potential (CAGR)
Employer retirement plan advisory
Design and administration of workplace retirement plans and executive benefits to improve employee retention and meet fiduciary and compensation objectives.
Individual retirement planning
Personalized, tax‑efficient retirement strategies including rollovers, volatility mitigation, supplemental income accounts, and risk management for retirement readiness.
Debt consolidation and credit recovery
Services that consolidate liabilities into single payment plans while improving and rebuilding consumer credit through personalized strategies and education.
Financial literacy and client education
Educational programs and one‑on‑one guidance that explain financial instruments, planning options, and step‑by‑step wealth‑building practices for clients.
Insurance portfolio review and tax‑advantaged strategies
Analysis and optimization of insurance policies for cash accumulation, living benefits, and tax‑efficient retirement alternatives and recommendations for policy adjustments.
More information about our offering
Retirement Planning
Tax-free retirement planning service to help clients prepare for retirement while managing risk. The offering covers guidance on rolling over retirement accounts such as 401(k)s and IRAs, and provides access to supplemental income accounts and alternative saving options to support tax-efficient retirement funding.
- Ensure Tax-Free IncomeDevelop a retirement plan that minimizes tax liabilities and maximizes wealth preservation.
- Utilize Indexed StrategiesEmploy indexed strategies that provide growth potential while safeguarding principal against market downturns.
- Reduce Market ExposureStrategies designed to protect retirement accounts from significant losses during market fluctuations.
- Implement Volatility BuffersUtilize mechanisms that absorb market shocks, providing stability and predictability in portfolio performance.
- Facilitate Smooth TransitionsOur experts help you transfer retirement funds seamlessly while optimizing tax advantages.
- Boost Retirement IncomeCreate alternative income streams that support financial stability in retirement.
- Protect Retirement SavingsEmploy strategies that limit exposure to market risks, ensuring your retirement funds remain secure.
Debt Consolidation
Debt consolidation service to simplify payments, reduce interest, and support credit recovery. Truevir assists in consolidating debts, improving credit, and rebuilding credit to return to a healthy score.
- Simplifies Debt ManagementCombines multiple debts into one manageable payment, reducing stress and lowering overall interest rates.
- Restores Healthy CreditProvides expert advice and tools for rebuilding your credit and achieving financial stability.
- Enhances Credit ScoreUtilizes strategic approaches to boost your credit score while managing debt efficiently.
- Tailors Financial StrategiesCreates personalized plans that cater to unique financial situations and objectives.
- Empowers Financial DecisionsProvides educational resources to help clients understand their options and make informed financial decisions.
Financial Literacy
Financial literacy service where strategists educate clients on financial instruments and options, guiding them step by step to understand choices and plan for wealth building.
- Provide Tailored Financial GuidanceClients receive personalized, step-by-step support from strategists who clarify complex financial concepts, allowing for better planning and management of wealth.
- Enhance Understanding Of Financial ChoicesOur financial strategists explain various financial instruments thoroughly, ensuring clients grasp how each option works and fits their unique financial needs.
- Access Useful Financial ToolsWe provide clients with access to a range of financial planning tools that assist in tracking and managing wealth accumulation over time.
Insurance Portfolio Reviews
Insurance portfolio reviews provide insight into how policies work and how to maximize benefits, with recommendations on necessary changes and options for tax-free retirement alternatives, living benefits, and cash accumulation.
- Understand Your Policy BenefitsOur expert review provides clarity on how your insurance policy operates, ensuring you leverage maximum benefits and make informed decisions.
- Utilize Tax-Free OptionsIdentify innovative strategies for a tax-free retirement, ensuring your financial future is secure and protected.
- Access Living BenefitsLearn about the living benefits associated with your policies that can provide additional security and financial flexibility during your lifetime.
- Grow Cash ValueExplore strategies to effectively increase the cash value of your policies, adding a layer of financial growth.
Business Planning
Business planning service helping organizations structure retirement plan solutions to support principals and employees, including strategies to improve retention and loyalty through employee-focused benefits.
- Structure Employee SavingsDevelop customized retirement plans that assist employees in saving effectively, promoting financial security and peace of mind.
- Boost Employee LoyaltyImplement employee-focused benefits that contribute to higher retention rates, encouraging long-term commitment to your organization.
- Encourage Top TalentOffer exclusive bonuses to key executives, enhancing job satisfaction and performance while aligning their goals with company success.
- Attract Essential PersonnelProvide competitive benefits for critical staff to attract and retain the talent necessary for your business's growth.
References
Methodology and sourcing behind the figures shown above.
Employer retirement plan advisory
Estimate based on total defined‑contribution workplace assets and typical advisory/recordkeeping fee rates. CNBC reports ~$12.5T in DC assets (end‑Q3 2024); applying an industry advisory/administration fee assumption (~0.2–0.3% of AUM) yields an advisory/administration revenue pool around $25–38B (midpoint ≈ $30B). Growth potential (~6.5% CAGR) aligns with published retirement‑plan market forecasts and observed plan expansion (PEP/micro‑plan adoption and Cerulli’s projected plan growth).
- there are an estimated $12.5 trillion in assets held in these accounts, as of the end of the third quarter in 2024
- projected to reach USD 2.5 trillion by 2032, growing at a compound annual growth rate (CAGR) of 6.5% from USD 1.43 trillion in 2023
- The global financial advisory market size stood at USD 103.88 Billion in 2026
- PEPs have accumulated $9.41 billion in assets and surpassed one million participants as of December 2023
- Cerulli expects there will be more than one million 401(k) plans by the end of the decade — an increase of 36% over the next five years
Individual retirement planning
Estimate based on publicly reported totals for U.S. retirement assets and observed industry growth drivers. WealthManagement labels the retirement plan opportunity at ~$45 trillion; industry commentary (PwC) highlights a $5 trillion addressable opportunity for advisors. Near-term growth drivers include record annuity sales (~$460B in 2025), rapid expansion of micro/small 401(k) plans (Cerulli projects >1 million plans by decade-end, +36% in five years), and increasing allocation to private markets (private markets projected to grow from ~$13T to ~$20T by 2030). Taken together, these signals support a multitrillion-dollar individual retirement planning market with moderate compound growth (estimated ~5% CAGR) driven by expanded plan access, product innovation (annuities, private-market allocations), and regulatory/policy changes (SECURE acts, executive actions).
- RIAs Battle for $45T Retirement Plan Market
- potential $5 trillion in retirement assets that are up for grabs, PwC estimates.
- LIMRA announced retail annuity sales finished 2025 at more than $460 billion.
- Cerulli expects there will be more than one million 401(k) plans by the end of the decade — an increase of 36% over the next five years.
- private markets are expected to grow from $13 trillion today to more than $20 trillion by 2030.
Debt consolidation and credit recovery
Primary estimate uses the debt-consolidation-specific report (Business Research Insights) which states a 2026 market value of USD 1.33B and a 4.67% CAGR (2026–2035). Other search results (debt-settlement and broader debt-consolidation reports) report larger valuations and higher CAGRs (USD 6.1B–USD 20B; CAGRs ~5.8–6.4%), reflecting broader market definitions. I selected the Business Research Insights figures as the closest match to the requested “debt consolidation and credit recovery” segment while noting variance across sources.
- The global debt consolidation market was value at USD 1.33 Billion in 2026... projected CAGR of 4.67% from 2026 to 2035.
- The global debt consolidation market is projected to reach approximately USD 10 billion by 2033, growing at a CAGR of 5.8% from 2025 to 2033.
- The debt settlement market was valued at USD 6.1 billion in 2024 and is estimated to register a CAGR of 6.2% between 2025 and 2034.
- Debt Consolidation Market Revenue was valued at USD 20 Billion in 2024 and is estimated to reach USD 32 Billion by 2033, growing at a CAGR of 6.4%.
Financial literacy and client education
Selected the broad financial‑literacy education estimate from Dataintelo (programs, solutions, services) as the primary market‑size figure ($12.8B in 2025). Cross‑checked recent market reports covering related scopes (global education, platforms, apps) that show 2024–2025 base sizes from $1.78B–$5.0B (narrower platform/app segments) and CAGRs from 9.3%–12.6%. I used the broad market figure for size and an average of reported CAGRs (9.3%–12.6%) to estimate a consensus growth potential of ~11.2% CAGR.
- Global financial literacy education market valued at $12.8 billion in 2025
- Global Financial Literacy Education Market is accounted for $5.0 billion in 2025 and growing at a CAGR of 12.6%
- Market Size (2025): $3.8 Billion; CAGR: 10.10%
- financial literacy platform market valued at $2.8 billion in 2025; CAGR 11.7%
- financial Literacy Apps market size reached USD 1.78 billion in 2024 and a CAGR of 12.3%
Insurance portfolio review and tax‑advantaged strategies
Estimate uses the global insurance brokerage market (Grand View Research $287.4B in 2023) as the addressable market for advisory services. The niche (insurance portfolio review and tax-advantaged strategies) is modeled as a small specialist subset (~5%) of brokerage/advisory revenues (≈$15B). Growth potential is aligned with the brokerage market CAGR (9.2%) and supported by Aon’s view of $200+ billion insurer market opportunities to 2030 and insurers’ large invested asset base (~$9T), which drive demand for advisory and tax-advantaged solutions.
- The global insurance brokerage market size was valued at USD 287.40 billion in 2023
- creating $200+ billion of market potential for insurers by 2030
- The insurance industry’s invested asset base has expanded steadily, surpassing $9 trillion
- personal lines (P&C) insurance premiums grew by 9.5 percent in 2022–23 to $1.1 trillion