About Trinity
Trinity Financial Group is an independent financial planning group specializing in helping people protect and preserve their hard-earned assets. We truly want to serve our clients and that’s why we do our best to guide them in accomplishing their goals.
When things are tough and there are important decisions to be made regarding retirement planning, we’re here. We listen to what clients’ needs and goals are and work diligently to help make sure we’re meeting their expectations.
At Trinity Financial Group, we strive to provide our clients with an exceptional level of service and are committed to working with them to accomplish their goals with our three-step process. It starts with an initial interview where the team gets to know the client’s goals and objectives. From there, we strategize, generate ideas and complete a comprehensive analysis of where the client is at and then determine a cost-effective plan. The final step is implementing the strategies discussed to protect and preserve their hard-earned assets.
Meet Matt
With more than 20 years of experience in the financial services industry, Matt has successfully passed the Series 65 Uniform Investment Advisor Law Exam and is an Investment Advisor Representative with Change Path, LLC.
Matt coined “Relationships are essential to life, therefore make them last forever,” because it’s a core belief that permeates all he does in life, including his faith, family and business. Matt has dedicated his efforts and the resources of Trinity Financial Group to developing relationships and helping his clients move with confidence into the future.
Matt has been married to his wife, Mindi, for over 20 years. They live in a busy household with 8 boys. He has 9 boys total and 4 grandchildren. He is Vice Chairman of the Nebraska Christian School Board and involved with his family in their local church. His hobbies include enjoying the great outdoors, hunting, fishing and golfing (when he can squeeze in a round!). After honorably serving his country in the United States Marine Corps, Matt began serving clients in the Midwest within the financial and insurance worlds and looks forward to helping his clients succeed.
Meet
Matt
The Process
Our process starts with an initial interview where we listen to the client’s objectives and truly understand their unique situation. From there, we take a look at current assets and begin conceptualizing a cost-effective strategy tailored for them, collaborating every step of the way. Lastly, we execute the plan so the client can move forward with confidence into retirement.
We’ve partnered with ChangePath to leverage their technology platform and research capabilities.
Our investment philosophy (Modern Portfolio Theory) was designed to:
- Identify an ideal set of asset classes for the current investment environment.
- Select efficient and effective strategies to represent a set number of asset classes.
- Determine an investor’s risk tolerance to create the appropriate portfolio.
- Assign allocations among the chosen asset classes to mirror risk tolerances.
- Perform continual monitoring and periodic rebalancing of portfolios
The Team
Omaha Office
Christen Overman
Operations Manager
Contact
Julie Trost “JT”
Client Relations Manager
Contact
Courtney Page
Administrative Coordinator
Contact
Lincoln Office
402.817.4474
8700 Executive Woods Drive, Suite 200
Lincoln, NE 68512
We serve our clients by creating an excellent experience in developing and executing a comprehensive financial plan.
Download our complimentary guide today!
You’ve probably been planning for retirement in some way, shape, or form for many years. Maybe you participate in your company’s 401(k) plan or set aside money in a traditional or Roth IRA. Maybe your employer offers a pension plan. As you get closer to retirement, it’s important to plan for your retirement income in specific detail.
402.502.1225
Fax: 402.502.0814
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
101 Timbercove Rd
Marquette, NE 68854
Trinity Financial Group, Omaha
Fax: 402.502.0814
14301 FNB Pkwy Ste 210,
Omaha, NE 68154
Trinity Financial Group, Marquette
Fax: 402.502.0814
101 Timbercove Rd
Marquette, NE 68854