Proudly Offering Comprehensive &
Custom Financial Planning Services with
75 Years of Combined Experience
Serving Individuals, Couples, and Business Owners Locally & Nationally
What Makes Trinity Financial Group Different?
Trinity Financial Group's three core tenets that we abide by each and every day to deliver comprehensive financial and retirement income planning services to the greater Omaha & Lincoln communities.
We Listen
We start by listening because it’s so important that we understand your concerns. As retirement and economic landscapes continue to evolve, so do the strategies that exist to meet your needs. As an independent fiduciary financial planning-based firm, we are proud to offer a wide range of strategies that can be tailored to fit your needs.
We Provide
We strive to provide you with the best approach, but only after you are informed on all options available. Our goal is to inform and empower you to navigate today’s complex financial world. Trinity Financial Group understands each client is unique, therefore each strategy should be unique.
We Adapt
Establishing a plan is merely the first step. Once we’ve determined your goals and strategies, we’ll work with you through market highs and lows to help keep your retirement plan on track.
Client Testimonials
Let us serve you.
At Trinity Financial Group, we serve our clients by creating an excellent experience in developing and executing a comprehensive financial plan. Our goal is to inform and empower you to navigate today’s complex financial world. We understand each client is unique, therefore each strategy should be too. Our team offers robust financial planning services, including:
Who We Serve
Families
I want to preserve my hard-earned income and leave a lasting legacy for my family.
Pre-Retirees
I’m approaching retirement and want to find stable ways to preserve and potentially grow my assets in retirement.
Retirees
I’m already retired and want to ensure I don’t outlive my savings.
Business Owners
I’m looking for advice on how to grow and streamline my business, and prepare for what the future has in store.
Private Investors
I need innovative strategies to help preserve and grow my wealth.
The Trinity Process
We seek to build a long-term relationship focused on creating custom strategies that impact your retirement income planning, asset protection, 401(k) rollovers, tax minimization planning, wealth management, and legacy. Trinity Financial Group understands that each client is unique, therefore each strategy should be too. Using our five-step process outlined below, we’ll work with you to build a customized retirement plan to lead you on the road to your ideal retirement.
Do you know how to protect your savings from a bear market as you approach & enter retirement?
Download our complimentary guide, "Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility" to identify some of the unique challenges that retirees face and some tools that can help you enjoy the retirement you've always imagined.
Are you prepared for retirement?
Complete our complimentary, no-obligation Retirement Readiness Assessment to learn whether you’re ready for your retirement.
Ready to start a conversation?
Developing your custom retirement plan begins here. We’ll spend 15 minutes getting to know you and your needs to match you with an advisor committed to helping you achieve your retirement goals.
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¹https://www.ssa.gov/policy/docs/quickfacts/stat_snapshot/
²https://www.ssa.gov/oact/quickcalc/earlyretire.html
³https://www.ssa.gov/benefits/retirement/planner/delayret.html
⁴https://www.ssa.gov/benefits/retirement/planner/taxes.html
⁵https://www.cnbc.com/2021/09/01/americans-are-behind-on-retirement-savings-heres-how-to-get-on-track.html
⁶https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
⁷https://www.federalreserve.gov/publications/2021-economic-well-being-of-us-households-in-2020-retirement.htm
Advisory Services Offered Through CreativeOne Wealth, LLC an SEC Registered Investment Advisor. Trinity Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22219 - 2022/9/13
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).