Insurance Strategy Services
Protecting your plans and your future.
Prepare for the Unexpected
Certain life circumstances are out of our control—illness, injury, and even loss. We understand the financial impact that each of these events can bring, and work tirelessly to provide our clients with a personalized insurance plan that protects you and your legacy from potential financial disruption.
Health Insurance
Health care costs are one of the biggest budget items for retirees. This includes premiums, out-of-pocket costs, and medication.
Medicare covers some of these items, but usually not everything. Long-term care costs, if not planned for, can also erode assets over time. We will help you build a plan that accounts for both expected and unexpected health care cost in retirement.
Annuities
Annuities are often used to create guaranteed* lifetime income in retirement to help replace your monthly paycheck. We can tailor a plan that meets your specific needs and guides you through the process of creating and growing your retirement income.
- Variable Annuities
- Registered Index-Linked Annuities
- Fixed Annuities
- Immediate Annuities
- Fixed Indexed Annuities
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.