Building a Retirement Plan Towards Your Future
Creating a customized retirement plan to put you confidently on the path towards your ideal retirement.
What we can offer you at Trinity Financial Group?
We think investing advice still means something to clients—and we personally believe advisers do add value to plans and portfolios. Nothing can protect an individual completely from market volatility, but we align our clients’ portfolios with their risk tolerances to ensure that they’re comfortable with their wealth management choices. It’s all about listening, planning, executing, and monitoring the plan we have in place in partnership with the people we serve.
We’re Here to Serve
Your Biggest Concern
Our Services
Investment Planning & Management
Whether you are developing an income plan or protecting assets, we can create and implement a retirement plan to help meet your financial goals.
Comprehensive Financial Planning
Let us help you create a plan that incorporates wealth accumulation, asset protection, tax minimization planning, estate planning, income planning, long-term care, and life insurance strategies into your retirement journey.
Tax-Reduction Strategies
Our team will work directly with you to help ensure you are not over-paying in taxes during retirement.
Estate Preservation & Planning
Customizing a strategy to meet long-term goals and needs will help to ensure your estate is passed on as you desire.
Social Security Maximization
The decision you make regarding how and when to claim your Social Security benefits can be complex and difficult to understand. Let us help you make informed decisions.
Portfolio Risk & Cost Analysis
Our team understands market variables and can help you gauge the potential impact on your portfolio’s future.
Retirement Income Planning
With so many important decisions to make and so many options available for meeting your needs, it’s important you have a resource you can count on to guide you step-by-step along the way.
Insurance
We will work to develop a plan that protects you and your loved ones from the unexpected.
Charitable Giving Strategies
Make a meaningful impact by donating to your specific charities even during your retirement years.
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.