Social Security Timing & Claiming Strategies
Free Retirement Readiness Assessment
A simple, 3-step process showing how you can improve retirement success, lower your tax bill and determine when you'll be ready for retirement.
Tax Strategy & Investment Risk Analysis
Retirement Income Gap Recommendations
We specialize in helping people plan for a successful retirement. We do our best work with:
Age 50+
Retirement investors over age 50 who are already retired or want to make "work optional" in the next 5-10 years.
$250k+
Diligent savers who have accumulated investments of $500,000 or more and want to reduce their tax burden.
(Excluding real estate.)
Experienced
Those who value working with a team of experienced professionals because they know their retirement is too important to go it alone.
Your Free Retirement Readiness Assessment
A simple 3-step process that will show you how to improve your retirement success & reduce your potential tax burden.
Step 1 — Schedule 15-Minute Call
A quick 15-minute phone call will give us both a chance to make sure our areas of expertise match up with your retirement needs, goals and concerns.
After all, you wouldn’t see an Orthopedist if you needed heart surgery!
Step 2 — Meet With The Team
Like any doctor, it’s important to diagnose the situation before we prescribe any remedies.
The next step is a visit with our team at either our home office or virtually via Zoom. During this 1 hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns so we can develop your personalized Retirement Readiness Assessment.
Step 3 — Review Assessment
With your Retirement Readiness Assessment complete, we will have another 1-hour meeting to review our findings and recommendations.
In plain English, we will explain exactly what you can do to help improve your retirement income plan, potentially lower your lifetime taxes, and optimize your Social Security benefits.
Think About It!
After we meet, we simply ask you to think about what we discussed! We're looking for long-term relationships with our clients and we need to be a good match.
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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Fill out the form below and a member of our team will be in touch with you shortly.
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).