Trinity Financial Group specializes in helping pre-retirees and retirees reach the retirement goals they’ve always dreamed of. Throughout our three-step process, we collaborate to find the strategies that fit your specific needs.

We know you’re not exactly like your next-door neighbor or your best friend, which means your goals and aspirations are unique. That’s why we’re here: to help navigate you through all your options and guide you in the right direction.

We are a fee-based firm, working with no-load, low-cost mutual fund companies and believe in the philosophy of indexing and asset allocation. Let’s see what we can do for you.

Retirement Income Strategies

As a full-service, independent planning firm, Trinity Financial Group offers an array of strategies for addressing financial concerns and achieving goals. Being independent, we’re not tied to a particular carrier or product line, so we truly work in the best interests of our clients and are committed to sharing our expertise on how to maximize their retirement income.

Whether it’s creating an income stream you can’t outlive, maximizing the value of your assets to protect your family or preserving a legacy for your beneficiaries, clients confidently rely on us to get them where they need to be.

Income Strategies


Tax-Efficient Strategies

How does one know they’re being as efficient as possible when it comes to taxes? There are so many exemptions and deductions available, it’s hard to keep track of which ones are appropriate for the retirement strategy you’re implementing. That’s where Trinity Financial Group comes in.

We understand the importance of making sure you take advantage of deductions and exemptions available, as well as understand the commonly overlooked tax-reduction strategies. Think IRAs, rollovers and required minimum distributions (RMDs). Whatever advantage we find that works, we’ll ensure it’s integrated into the plan.

Long-Term Care

Long-term care insurance (LTC) provides benefits to help pay for nursing care, home health care, personal or adult day care for individuals age 65+ or with a chronic or disabling condition that need constant supervision.

Selecting the right strategy to address this potentially catastrophic retirement expense can be overwhelming—we can point you in the right direction by discussing:

  • The types of LTC coverage available.
  • Who in your family is likely to need LTC.
  • What to look for when buying LTC insurance.
  • Alternative LTC planning strategies.



Life Insurance

Life Insurance is an often overlooked component of a retirement plan and, like many things financial, as you move through stages in life your goals and needs typically change. An Insurance Portfolio Analysis can help you determine if it should be part of your strategy for:

  • Replacing a spouses income
  • Maximizing pension income
  • Transferring wealth
  • Business Continuation

Estate Preservation

Providing for your family is probably high on your list of importance when it comes to retirement planning. What about your children? Grandchildren? Other loved ones? We’ll help you outline a stable plan with our team of qualified estate-planning attorneys to design a strategy that allows you to share your life’s successes with others.

We will prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or are simply ensuring your heirs will receive what you have planned, Trinity Financial Group can execute the proper strategies with excellence for you.


Download our complimentary guide today!

Did you leave something behind at your last employer? Something that could impact your retirement and your financial future… Did you leave your 401(k) plan behind? If so, you’re not alone. Leaving a job can be hectic and it’s easy to forget about your retirement plan. But, the good news is that it’s never too late.


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

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